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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 | $33,095 | $171,492-80.7% | $150,734-78.0% | $198,609-83.3% |
| Participation rate | 43.8% | 81.4%-37.7pp | 78.4%-34.7pp | 82.4%-38.6pp |
| Annual return | 19.55% | 804.70%-785.1pp | 600.81%-581.3pp | 202.70%-183.1pp |
| Employer contribution / active EE | $1,620 | $5,470-70.4% | $4,918-67.1% | $5,055-68.0% |
| Participant deferral / active EE | $2,801 | $6,259-55.3% | $5,610-50.1% | $6,977-59.9% |
| Admin fee / account holder | $1,255 | $17,628-92.9% | $14,905-91.6% | $19,030-93.4% |