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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 | $16,196 | $183,516-91.2% | $155,534-89.6% | $145,884-88.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 8.80% | 61.43%-52.6pp | 64.92%-56.1pp | 551.85%-543.0pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,037 | $6,467-6.6% | $5,630+7.2% | $6,690-9.8% |
| Admin fee / account holder | $461 | $19,293-97.6% | $15,900-97.1% | $13,392-96.6% |