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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 | $16,637 | $165,399-89.9% | $149,745-88.9% | $158,982-89.5% |
| Participation rate | 64.7% | 84.6%-19.9pp | 82.5%-17.8pp | 82.0%-17.3pp |
| Annual return | 28.48% | 348.34%-319.9pp | 276.72%-248.2pp | 302.99%-274.5pp |
| Employer contribution / active EE | $2,174 | $5,105-57.4% | $4,646-53.2% | $4,763-54.4% |
| Participant deferral / active EE | $5,634 | $7,183-21.6% | $6,843-17.7% | $5,983-5.8% |
| Admin fee / account holder | $957 | $10,811-91.1% | $9,312-89.7% | $11,252-91.5% |