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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 | $16,040 | $115,810-86.1% | $101,271-84.2% | $158,966-89.9% |
| Participation rate | 58.3% | 79.4%-21.0pp | 75.8%-17.5pp | 82.0%-23.6pp |
| Annual return | 14.82% | 56.15%-41.3pp | 46.48%-31.7pp | 302.95%-288.1pp |
| Employer contribution / active EE | $1,006 | $4,175-75.9% | $3,660-72.5% | $4,762-78.9% |
| Participant deferral / active EE | $3,873 | $4,958-21.9% | $4,371-11.4% | $5,983-35.3% |
| Admin fee / account holder | $3,287 | $7,248-54.6% | $5,948-44.7% | $11,250-70.8% |