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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 | $17,069 | $72,272-76.4% | $101,264-83.1% | $79,858-78.6% |
| Participation rate | 59.3% | 68.5%-9.2pp | 75.8%-16.5pp | 69.6%-10.4pp |
| Annual return | 100.99% | 22.30%+78.7pp | 46.48%+54.5pp | 31.72%+69.3pp |
| Employer contribution / active EE | $1,425 | $2,692-47.1% | $3,660-61.1% | $2,471-42.3% |
| Participant deferral / active EE | $3,665 | $3,282+11.7% | $4,370-16.2% | $3,740-2.0% |
| Admin fee / account holder | $736 | $4,401-83.3% | $5,947-87.6% | $5,306-86.1% |