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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 | $24,750 | $59,456-58.4% | $93,669-73.6% | $74,429-66.7% |
| Participation rate | 47.2% | 59.6%-12.5pp | 68.7%-21.5pp | 67.2%-20.0pp |
| Annual return | 14.50% | 82.00%-67.5pp | 133.59%-119.1pp | 1368.38%-1353.9pp |
| Employer contribution / active EE | $932 | $1,266-26.4% | $2,424-61.5% | $2,625-64.5% |
| Participant deferral / active EE | $1,462 | $3,052-52.1% | $4,416-66.9% | $4,348-66.4% |
| Admin fee / account holder | $1,177 | $3,026-61.1% | $8,291-85.8% | $1,944-39.5% |