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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 | $18,647 | $100,060-81.4% | $149,721-87.5% | $70,126-73.4% |
| Participation rate | 52.8% | 83.6%-30.8pp | 87.1%-34.3pp | 69.5%-16.8pp |
| Annual return | 31.28% | 27.46%+3.8pp | 1501.67%-1470.4pp | 73.15%-41.9pp |
| Employer contribution / active EE | $1,837 | $3,661-49.8% | $5,444-66.3% | $2,343-21.6% |
| Participant deferral / active EE | $4,316 | $4,982-13.4% | $6,568-34.3% | $3,332+29.5% |
| Admin fee / account holder | $2,210 | $8,285-73.3% | $11,282-80.4% | $4,645-52.4% |