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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 | $18,697 | $176,120-89.4% | $159,487-88.3% | $167,553-88.8% |
| Participation rate | 57.1% | 85.0%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 20.02% | 331.95%-311.9pp | 263.71%-243.7pp | 478.89%-458.9pp |
| Employer contribution / active EE | $2,965 | $5,299-44.1% | $4,831-38.6% | $4,840-38.7% |
| Participant deferral / active EE | $5,293 | $7,752-31.7% | $7,354-28.0% | $6,343-16.5% |
| Admin fee / account holder | $1,132 | $12,561-91.0% | $10,804-89.5% | $12,316-90.8% |