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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 | $19,257 | $85,766-77.5% | $136,298-85.9% | $70,126-72.5% |
| Participation rate | 57.1% | 74.2%-17.0pp | 81.9%-24.8pp | 69.5%-12.4pp |
| Annual return | 18.54% | 31.46%-12.9pp | 5156.27%-5137.7pp | 73.15%-54.6pp |
| Employer contribution / active EE | $1,678 | $2,966-43.4% | $4,696-64.3% | $2,343-28.4% |
| Participant deferral / active EE | $2,453 | $5,051-51.4% | $6,247-60.7% | $3,332-26.4% |
| Admin fee / account holder | $616 | $5,421-88.6% | $9,244-93.3% | $4,645-86.7% |