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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 | $21,988 | $82,028-73.2% | $123,105-82.1% | $59,633-63.1% |
| Participation rate | 41.9% | 83.2%-41.3pp | 86.8%-44.9pp | 68.7%-26.8pp |
| Annual return | 242.21% | 5.12%+237.1pp | 13.22%+229.0pp | 2041.45%-1799.2pp |
| Employer contribution / active EE | $1,464 | $3,297-55.6% | $5,151-71.6% | $2,203-33.6% |
| Participant deferral / active EE | $2,826 | $4,667-39.4% | $6,229-54.6% | $3,192-11.4% |
| Admin fee / account holder | $1,621 | $5,879-72.4% | $9,014-82.0% | $4,297-62.3% |