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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 | $13,974 | $85,766-83.7% | $136,298-89.7% | $70,126-80.1% |
| Participation rate | 51.4% | 74.2%-22.8pp | 81.9%-30.5pp | 69.5%-18.2pp |
| Annual return | 30.19% | 31.46%-1.3pp | 5156.27%-5126.1pp | 73.15%-43.0pp |
| Employer contribution / active EE | $1,147 | $2,966-61.3% | $4,696-75.6% | $2,343-51.0% |
| Participant deferral / active EE | $4,084 | $5,051-19.1% | $6,247-34.6% | $3,332+22.6% |
| Admin fee / account holder | $2,292 | $5,421-57.7% | $9,244-75.2% | $4,645-50.7% |