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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 | $13,823 | $65,575-78.9% | $86,209-84.0% | $75,181-81.6% |
| Participation rate | 54.8% | 60.5%-5.6pp | 69.0%-14.1pp | 67.2%-12.4pp |
| Annual return | 20.39% | 46.07%-25.7pp | 1169.05%-1148.7pp | 160.69%-140.3pp |
| Employer contribution / active EE | $1,832 | $1,553+17.9% | $2,381-23.1% | $2,671-31.4% |
| Participant deferral / active EE | $2,668 | $3,023-11.8% | $3,986-33.1% | $4,126-35.3% |
| Admin fee / account holder | $1,159 | $5,470-78.8% | $6,853-83.1% | $5,650-79.5% |