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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 | $14,981 | $85,766-82.5% | $136,297-89.0% | $70,124-78.6% |
| Participation rate | 61.4% | 74.2%-12.8pp | 81.9%-20.6pp | 69.5%-8.2pp |
| Annual return | 15.09% | 31.45%-16.4pp | 5156.19%-5141.1pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,510 | $2,966-49.1% | $4,696-67.8% | $2,342-35.6% |
| Participant deferral / active EE | $3,842 | $5,051-23.9% | $6,247-38.5% | $3,332+15.3% |
| Admin fee / account holder | $2,245 | $5,420-58.6% | $9,244-75.7% | $4,645-51.7% |