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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 | $16,079 | $85,766-81.3% | $136,297-88.2% | $70,124-77.1% |
| Participation rate | 58.6% | 74.2%-15.5pp | 81.9%-23.3pp | 69.5%-10.9pp |
| Annual return | 35.84% | 31.45%+4.4pp | 5156.19%-5120.4pp | 73.14%-37.3pp |
| Employer contribution / active EE | $1,704 | $2,966-42.6% | $4,696-63.7% | $2,342-27.3% |
| Participant deferral / active EE | $2,488 | $5,051-50.7% | $6,247-60.2% | $3,332-25.3% |
| Admin fee / account holder | $1,290 | $5,420-76.2% | $9,244-86.0% | $4,645-72.2% |