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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 | $21,738 | $85,766-74.7% | $136,298-84.1% | $70,126-69.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 81.9%-31.9pp | 69.5%-19.5pp |
| Annual return | 22.23% | 31.46%-9.2pp | 5156.27%-5134.0pp | 73.15%-50.9pp |
| Employer contribution / active EE | $1,482 | $2,966-50.0% | $4,696-68.4% | $2,343-36.7% |
| Participant deferral / active EE | $2,961 | $5,051-41.4% | $6,247-52.6% | $3,332-11.1% |
| Admin fee / account holder | $1,155 | $5,421-78.7% | $9,244-87.5% | $4,645-75.1% |