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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,362 | $78,428-79.1% | $95,960-82.9% | $79,852-79.5% |
| Participation rate | 51.9% | 73.5%-21.6pp | 77.1%-25.2pp | 69.6%-17.8pp |
| Annual return | 60.99% | 19.37%+41.6pp | 91.63%-30.6pp | 31.72%+29.3pp |
| Employer contribution / active EE | $2,095 | $1,945+7.7% | $2,541-17.6% | $2,471-15.2% |
| Participant deferral / active EE | $3,646 | $3,440+6.0% | $4,167-12.5% | $3,740-2.5% |
| Admin fee / account holder | $571 | $5,622-89.8% | $6,797-91.6% | $5,306-89.2% |