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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 | $25,568 | $78,483-67.4% | $106,201-75.9% | $74,546-65.7% |
| Participation rate | 45.7% | 72.8%-27.1pp | 75.3%-29.6pp | 67.2%-21.5pp |
| Annual return | 23.08% | 15.94%+7.1pp | 116.26%-93.2pp | 1366.03%-1343.0pp |
| Employer contribution / active EE | $1,729 | $2,522-31.5% | $3,170-45.5% | $2,624-34.1% |
| Participant deferral / active EE | $2,921 | $4,320-32.4% | $5,012-41.7% | $4,347-32.8% |
| Admin fee / account holder | $2,241 | $2,236+0.3% | $11,039-79.7% | $1,944+15.3% |