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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 | $27,689 | $101,653-72.8% | $147,080-81.2% | $74,459-62.8% |
| Participation rate | 49.3% | 75.6%-26.2pp | 82.2%-32.8pp | 67.2%-17.9pp |
| Annual return | 23.62% | 8754.98%-8731.4pp | 420.17%-396.5pp | 1369.70%-1346.1pp |
| Employer contribution / active EE | $1,813 | $3,813-52.4% | $4,933-63.2% | $2,626-30.9% |
| Participant deferral / active EE | $3,310 | $7,304-54.7% | $8,066-59.0% | $4,350-23.9% |
| Admin fee / account holder | $2,074 | $1,752+18.4% | $12,989-84.0% | $1,945+6.6% |