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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 | $21,087 | $56,197-62.5% | $67,652-68.8% | $59,633-64.6% |
| Participation rate | 55.8% | 71.5%-15.7pp | 75.7%-19.9pp | 68.7%-12.9pp |
| Annual return | 24.64% | 18508.10%-18483.5pp | 6625.40%-6600.8pp | 2041.45%-2016.8pp |
| Employer contribution / active EE | $675 | $1,615-58.2% | $2,266-70.2% | $2,203-69.4% |
| Participant deferral / active EE | $2,095 | $2,844-26.3% | $3,560-41.1% | $3,192-34.3% |
| Admin fee / account holder | $1,632 | $3,958-58.8% | $4,821-66.2% | $4,297-62.0% |