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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 | $14,129 | $165,361-91.5% | $149,715-90.6% | $158,950-91.1% |
| Participation rate | 68.4% | 84.6%-16.2pp | 82.5%-14.1pp | 82.0%-13.5pp |
| Annual return | 50.24% | 348.24%-298.0pp | 276.66%-226.4pp | 302.91%-252.7pp |
| Employer contribution / active EE | $1,337 | $5,103-73.8% | $4,645-71.2% | $4,762-71.9% |
| Participant deferral / active EE | $7,452 | $7,182+3.8% | $6,842+8.9% | $5,983+24.6% |
| Admin fee / account holder | $2,004 | $10,808-81.5% | $9,310-78.5% | $11,248-82.2% |