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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 | $14,338 | $183,592-92.2% | $155,567-90.8% | $145,959-90.2% |
| Participation rate | 68.8% | 82.7%-13.9pp | 78.2%-9.4pp | 80.3%-11.5pp |
| Annual return | 13.17% | 61.24%-48.1pp | 64.74%-51.6pp | 561.95%-548.8pp |
| Employer contribution / active EE | $1,213 | $5,315-77.2% | $4,674-74.0% | $4,661-74.0% |
| Participant deferral / active EE | $2,438 | $6,464-62.3% | $5,628-56.7% | $6,689-63.5% |
| Admin fee / account holder | $343 | $19,318-98.2% | $15,916-97.8% | $13,398-97.4% |