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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 | $18,321 | $209,425-91.3% | $178,499-89.7% | $158,966-88.5% |
| Participation rate | 33.3% | 86.4%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 44.60% | 188.80%-144.2pp | 151.10%-106.5pp | 302.95%-258.4pp |
| Employer contribution / active EE | $2,885 | $5,707-49.4% | $5,011-42.4% | $4,762-39.4% |
| Participant deferral / active EE | $3,630 | $5,955-39.0% | $5,202-30.2% | $5,983-39.3% |
| Admin fee / account holder | $455 | $17,078-97.3% | $13,986-96.7% | $11,250-96.0% |