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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 | $14,897 | $85,766-82.6% | $136,298-89.1% | $70,126-78.8% |
| Participation rate | 62.8% | 74.2%-11.4pp | 81.9%-19.1pp | 69.5%-6.7pp |
| Annual return | 38.24% | 31.46%+6.8pp | 5156.27%-5118.0pp | 73.15%-34.9pp |
| Employer contribution / active EE | $2,760 | $2,966-6.9% | $4,696-41.2% | $2,343+17.8% |
| Participant deferral / active EE | $4,258 | $5,051-15.7% | $6,247-31.8% | $3,332+27.8% |
| Admin fee / account holder | $1,536 | $5,421-71.7% | $9,244-83.4% | $4,645-66.9% |