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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 | $24,768 | $101,653-75.6% | $147,080-83.2% | $74,459-66.7% |
| Participation rate | 66.3% | 75.6%-9.2pp | 82.2%-15.8pp | 67.2%-0.9pp |
| Annual return | 29.15% | 8754.98%-8725.8pp | 420.17%-391.0pp | 1369.70%-1340.6pp |
| Employer contribution / active EE | $2,254 | $3,813-40.9% | $4,933-54.3% | $2,626-14.2% |
| Participant deferral / active EE | $5,009 | $7,304-31.4% | $8,066-37.9% | $4,350+15.1% |
| Admin fee / account holder | $3,429 | $1,752+95.8% | $12,989-73.6% | $1,945+76.3% |