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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 | $17,510 | $63,346-72.4% | $92,240-81.0% | $70,126-75.0% |
| Participation rate | 62.2% | 68.7%-6.5pp | 76.5%-14.3pp | 69.5%-7.4pp |
| Annual return | 22.00% | 530.19%-508.2pp | 176.29%-154.3pp | 73.15%-51.2pp |
| Employer contribution / active EE | $1,611 | $2,471-34.8% | $3,680-56.2% | $2,343-31.2% |
| Participant deferral / active EE | $2,392 | $2,854-16.2% | $3,897-38.6% | $3,332-28.2% |
| Admin fee / account holder | $586 | $3,841-84.7% | $5,194-88.7% | $4,645-87.4% |