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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 | $15,345 | $157,296-90.2% | $141,191-89.1% | $152,897-90.0% |
| Participation rate | 68.4% | 84.8%-16.4pp | 82.5%-14.1pp | 82.5%-14.0pp |
| Annual return | 29.31% | 64.34%-35.0pp | 71.41%-42.1pp | 345.43%-316.1pp |
| Employer contribution / active EE | $1,041 | $5,262-80.2% | $4,736-78.0% | $4,764-78.1% |
| Participant deferral / active EE | $6,494 | $7,111-8.7% | $6,710-3.2% | $5,851+11.0% |
| Admin fee / account holder | $5,637 | $12,125-53.5% | $10,264-45.1% | $11,599-51.4% |