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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 | $20,068 | $93,598-78.6% | $135,974-85.2% | $75,173-73.3% |
| Participation rate | 47.5% | 75.2%-27.7pp | 81.9%-34.4pp | 67.2%-19.7pp |
| Annual return | 311.56% | 30.89%+280.7pp | 68.30%+243.3pp | 160.72%+150.8pp |
| Employer contribution / active EE | $987 | $3,538-72.1% | $4,859-79.7% | $2,671-63.0% |
| Participant deferral / active EE | $5,605 | $6,405-12.5% | $7,760-27.8% | $4,126+35.8% |
| Admin fee / account holder | $569 | $6,978-91.8% | $10,767-94.7% | $5,651-89.9% |