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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 | $25,380 | $79,181-67.9% | $102,423-75.2% | $74,429-65.9% |
| Participation rate | 45.8% | 74.8%-29.0pp | 76.5%-30.7pp | 67.2%-21.4pp |
| Annual return | 19.88% | 54.97%-35.1pp | 29.42%-9.5pp | 1368.38%-1348.5pp |
| Employer contribution / active EE | $1,127 | $2,362-52.3% | $3,023-62.7% | $2,625-57.1% |
| Participant deferral / active EE | $2,504 | $4,416-43.3% | $5,054-50.4% | $4,348-42.4% |
| Admin fee / account holder | $506 | $2,002-74.7% | $9,455-94.6% | $1,944-74.0% |