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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 | $16,402 | $183,592-91.1% | $155,574-89.5% | $145,877-88.8% |
| Participation rate | 61.1% | 82.7%-21.6pp | 78.2%-17.1pp | 80.3%-19.2pp |
| Annual return | 15.99% | 61.37%-45.4pp | 64.87%-48.9pp | 551.28%-535.3pp |
| Employer contribution / active EE | $1,317 | $5,317-75.2% | $4,676-71.8% | $4,663-71.7% |
| Participant deferral / active EE | $2,702 | $6,466-58.2% | $5,629-52.0% | $6,691-59.6% |
| Admin fee / account holder | $742 | $19,316-96.2% | $15,914-95.3% | $13,402-94.5% |