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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 | $27,090 | $78,607-65.5% | $105,624-74.4% | $74,478-63.6% |
| Participation rate | 52.6% | 72.8%-20.2pp | 75.3%-22.7pp | 67.2%-14.7pp |
| Annual return | 30.11% | 15.96%+14.1pp | 116.20%-86.1pp | 1370.56%-1340.5pp |
| Employer contribution / active EE | $980 | $2,523-61.2% | $3,168-69.1% | $2,626-62.7% |
| Participant deferral / active EE | $3,550 | $4,325-17.9% | $5,013-29.2% | $4,350-18.4% |
| Admin fee / account holder | $11,798 | $2,220+431.5% | $10,961+7.6% | $1,946+506.3% |