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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 | $14,851 | $168,635-91.2% | $147,617-89.9% | $125,389-88.2% |
| Participation rate | 41.7% | 88.8%-47.1pp | 84.6%-43.0pp | 83.2%-41.5pp |
| Annual return | 10.62% | 77.65%-67.0pp | 61.98%-51.4pp | 282.24%-271.6pp |
| Employer contribution / active EE | $1,706 | $6,252-72.7% | $5,564-69.3% | $4,866-64.9% |
| Participant deferral / active EE | $5,011 | $5,507-9.0% | $4,895+2.4% | $5,352-6.4% |
| Admin fee / account holder | $450 | $13,580-96.7% | $11,612-96.1% | $9,541-95.3% |