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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 | $20,532 | $54,717-62.5% | $86,216-76.2% | $71,511-71.3% |
| Participation rate | 54.1% | 60.1%-6.0pp | 69.0%-14.9pp | 67.9%-13.9pp |
| Annual return | 28.15% | 20.07%+8.1pp | 1169.42%-1141.3pp | 28.86%-0.7pp |
| Employer contribution / active EE | $995 | $1,267-21.4% | $2,382-58.2% | $2,589-61.6% |
| Participant deferral / active EE | $1,413 | $3,110-54.6% | $3,986-64.6% | $4,291-67.1% |
| Admin fee / account holder | $1,072 | $1,922-44.2% | $6,853-84.4% | $1,588-32.5% |