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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 | $21,678 | $85,766-74.7% | $136,298-84.1% | $70,126-69.1% |
| Participation rate | 62.5% | 74.2%-11.7pp | 81.9%-19.4pp | 69.5%-7.0pp |
| Annual return | 200.89% | 31.46%+169.4pp | 5156.27%-4955.4pp | 73.15%+127.7pp |
| Employer contribution / active EE | $955 | $2,966-67.8% | $4,696-79.7% | $2,343-59.2% |
| Participant deferral / active EE | $3,777 | $5,051-25.2% | $6,247-39.5% | $3,332+13.4% |
| Admin fee / account holder | $1,135 | $5,421-79.1% | $9,244-87.7% | $4,645-75.6% |