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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 | $27,247 | $101,653-73.2% | $147,080-81.5% | $74,459-63.4% |
| Participation rate | 31.1% | 75.6%-44.5pp | 82.2%-51.1pp | 67.2%-36.2pp |
| Annual return | 37.34% | 8754.98%-8717.6pp | 420.17%-382.8pp | 1369.70%-1332.4pp |
| Employer contribution / active EE | $1,374 | $3,813-64.0% | $4,933-72.1% | $2,626-47.7% |
| Participant deferral / active EE | $4,771 | $7,304-34.7% | $8,066-40.9% | $4,350+9.7% |
| Admin fee / account holder | $4,631 | $1,752+164.4% | $12,989-64.3% | $1,945+138.1% |