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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 | $13,891 | $65,566-78.8% | $86,235-83.9% | $75,177-81.5% |
| Participation rate | 50.8% | 60.5%-9.7pp | 69.0%-18.2pp | 67.2%-16.4pp |
| Annual return | 20.31% | 46.07%-25.8pp | 1170.03%-1149.7pp | 160.75%-140.4pp |
| Employer contribution / active EE | $2,002 | $1,553+28.9% | $2,381-15.9% | $2,671-25.1% |
| Participant deferral / active EE | $2,460 | $3,023-18.6% | $3,987-38.3% | $4,126-40.4% |
| Admin fee / account holder | $845 | $5,470-84.5% | $6,856-87.7% | $5,651-85.0% |