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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 | $16,472 | $175,257-90.6% | $149,717-89.0% | $139,456-88.2% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 35.99% | 166.70%-130.7pp | 134.41%-98.4pp | 373.45%-337.5pp |
| Employer contribution / active EE | $1,635 | $5,477-70.2% | $4,820-66.1% | $4,753-65.6% |
| Participant deferral / active EE | $5,785 | $6,521-11.3% | $5,682+1.8% | $6,711-13.8% |
| Admin fee / account holder | $3,590 | $16,156-77.8% | $13,213-72.8% | $11,407-68.5% |