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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 | $18,557 | $73,532-74.8% | $178,505-89.6% | $74,478-75.1% |
| Participation rate | 49.3% | 66.6%-17.3pp | 77.1%-27.8pp | 67.2%-17.9pp |
| Annual return | 29.89% | 17.49%+12.4pp | 27.16%+2.7pp | 1370.56%-1340.7pp |
| Employer contribution / active EE | $1,061 | $2,221-52.2% | $3,955-73.2% | $2,626-59.6% |
| Participant deferral / active EE | $2,169 | $4,519-52.0% | $6,280-65.5% | $4,350-50.1% |
| Admin fee / account holder | $2,472 | $1,813+36.4% | $10,428-76.3% | $1,946+27.0% |