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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 | $37,846 | $137,414-72.5% | $189,537-80.0% | $85,847-55.9% |
| Participation rate | 61.5% | 84.6%-23.1pp | 87.8%-26.3pp | 69.3%-7.8pp |
| Annual return | 14.93% | 38.14%-23.2pp | 555.34%-540.4pp | 318.61%-303.7pp |
| Employer contribution / active EE | $1,862 | $4,344-57.1% | $6,161-69.8% | $2,565-27.4% |
| Participant deferral / active EE | $3,901 | $6,260-37.7% | $8,220-52.5% | $3,952-1.3% |
| Admin fee / account holder | $557 | $8,630-93.5% | $12,048-95.4% | $6,261-91.1% |