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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 | $17,303 | $100,060-82.7% | $149,721-88.4% | $70,126-75.3% |
| Participation rate | 60.5% | 83.6%-23.1pp | 87.1%-26.5pp | 69.5%-9.0pp |
| Annual return | 19.57% | 27.46%-7.9pp | 1501.67%-1482.1pp | 73.15%-53.6pp |
| Employer contribution / active EE | $2,284 | $3,661-37.6% | $5,444-58.0% | $2,343-2.5% |
| Participant deferral / active EE | $3,586 | $4,982-28.0% | $6,568-45.4% | $3,332+7.6% |
| Admin fee / account holder | $3,893 | $8,285-53.0% | $11,282-65.5% | $4,645-16.2% |