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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 | $10,563 | $165,361-93.6% | $149,715-92.9% | $158,950-93.4% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 0.00% | 348.24%-348.2pp | 276.66%-276.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $4,167 | $5,103-18.4% | $4,645-10.3% | $4,762-12.5% |
| Participant deferral / active EE | $5,337 | $7,182-25.7% | $6,842-22.0% | $5,983-10.8% |
| Admin fee / account holder | $5,877 | $10,808-45.6% | $9,310-36.9% | $11,248-47.8% |