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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 | $21,662 | $102,385-78.8% | $147,080-85.3% | $80,935-73.2% |
| Participation rate | 60.0% | 75.9%-15.9pp | 82.2%-22.2pp | 67.7%-7.7pp |
| Annual return | 14.93% | 135.09%-120.2pp | 420.17%-405.2pp | 35.66%-20.7pp |
| Employer contribution / active EE | $1,508 | $3,717-59.4% | $4,933-69.4% | $2,757-45.3% |
| Participant deferral / active EE | $3,025 | $6,651-54.5% | $8,066-62.5% | $4,299-29.6% |
| Admin fee / account holder | $3,537 | $7,951-55.5% | $12,989-72.8% | $6,924-48.9% |