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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 | $18,762 | $166,242-88.7% | $165,071-88.6% | $145,884-87.1% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 31.61% | 100.44%-68.8pp | 70.17%-38.6pp | 551.85%-520.2pp |
| Employer contribution / active EE | $1,898 | $5,283-64.1% | $4,347-56.3% | $4,662-59.3% |
| Participant deferral / active EE | $3,117 | $6,964-55.2% | $6,035-48.4% | $6,690-53.4% |
| Admin fee / account holder | $833 | $16,658-95.0% | $12,695-93.4% | $13,392-93.8% |