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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 | $19,295 | $56,197-65.7% | $67,652-71.5% | $59,633-67.6% |
| Participation rate | 60.3% | 71.5%-11.2pp | 75.7%-15.3pp | 68.7%-8.4pp |
| Annual return | 13.73% | 18508.10%-18494.4pp | 6625.40%-6611.7pp | 2041.45%-2027.7pp |
| Employer contribution / active EE | $2,018 | $1,615+25.0% | $2,266-10.9% | $2,203-8.4% |
| Participant deferral / active EE | $1,531 | $2,844-46.2% | $3,560-57.0% | $3,192-52.0% |
| Admin fee / account holder | $1,075 | $3,958-72.8% | $4,821-77.7% | $4,297-75.0% |