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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 | $30,232 | $101,672-70.3% | $147,117-79.5% | $74,478-59.4% |
| Participation rate | 57.3% | 75.5%-18.3pp | 82.2%-24.9pp | 67.2%-10.0pp |
| Annual return | 76.78% | 8757.83%-8681.0pp | 420.54%-343.8pp | 1370.56%-1293.8pp |
| Employer contribution / active EE | $1,697 | $3,813-55.5% | $4,932-65.6% | $2,626-35.4% |
| Participant deferral / active EE | $3,839 | $7,305-47.4% | $8,065-52.4% | $4,350-11.8% |
| Admin fee / account holder | $702 | $1,753-59.9% | $12,993-94.6% | $1,946-63.9% |