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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 | $15,789 | $118,877-86.7% | $96,570-83.7% | $167,536-90.6% |
| Participation rate | 68.2% | 75.5%-7.3pp | 69.8%-1.6pp | 82.1%-13.9pp |
| Annual return | 16.31% | 50.50%-34.2pp | 37.79%-21.5pp | 478.82%-462.5pp |
| Employer contribution / active EE | $1,825 | $3,121-41.5% | $2,357-22.6% | $4,839-62.3% |
| Participant deferral / active EE | $2,898 | $4,617-37.2% | $3,849-24.7% | $6,342-54.3% |
| Admin fee / account holder | $1,785 | $8,069-77.9% | $6,182-71.1% | $12,315-85.5% |