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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 | $25,022 | $144,130-82.6% | $117,861-78.8% | $147,586-83.0% |
| Participation rate | 54.5% | 83.4%-28.9pp | 79.7%-25.1pp | 82.8%-28.3pp |
| Annual return | 12.42% | 531.20%-518.8pp | 335.11%-322.7pp | 578.59%-566.2pp |
| Employer contribution / active EE | $1,931 | $4,897-60.6% | $3,786-49.0% | $4,876-60.4% |
| Participant deferral / active EE | $2,570 | $5,316-51.7% | $4,482-42.7% | $5,439-52.8% |
| Admin fee / account holder | $2,714 | $10,887-75.1% | $8,021-66.2% | $10,886-75.1% |