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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 | $14,649 | $72,177-79.7% | $115,037-87.3% | $59,632-75.4% |
| Participation rate | 56.6% | 72.6%-16.0pp | 81.4%-24.8pp | 68.7%-12.1pp |
| Annual return | 78.99% | 12.02%+67.0pp | 26.14%+52.9pp | 2041.32%-1962.3pp |
| Employer contribution / active EE | $2,390 | $2,841-15.9% | $4,608-48.1% | $2,203+8.5% |
| Participant deferral / active EE | $2,490 | $4,783-47.9% | $6,026-58.7% | $3,192-22.0% |
| Admin fee / account holder | $2,137 | $4,927-56.6% | $8,175-73.9% | $4,297-50.3% |