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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 | $24,494 | $209,422-88.3% | $178,503-86.3% | $158,982-84.6% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 48.25% | 188.81%-140.6pp | 151.12%-102.9pp | 302.99%-254.7pp |
| Employer contribution / active EE | $2,410 | $5,707-57.8% | $5,011-51.9% | $4,763-49.4% |
| Participant deferral / active EE | $3,248 | $5,955-45.5% | $5,202-37.6% | $5,983-45.7% |
| Admin fee / account holder | $1,531 | $17,079-91.0% | $13,987-89.1% | $11,252-86.4% |