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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 | $17,680 | $85,766-79.4% | $136,297-87.0% | $70,124-74.8% |
| Participation rate | 46.1% | 74.2%-28.1pp | 81.9%-35.9pp | 69.5%-23.5pp |
| Annual return | 61.13% | 31.45%+29.7pp | 5156.19%-5095.1pp | 73.14%-12.0pp |
| Employer contribution / active EE | $1,683 | $2,966-43.3% | $4,696-64.2% | $2,342-28.2% |
| Participant deferral / active EE | $4,003 | $5,051-20.8% | $6,247-35.9% | $3,332+20.1% |
| Admin fee / account holder | $416 | $5,420-92.3% | $9,244-95.5% | $4,645-91.1% |