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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 | $23,090 | $85,766-73.1% | $136,298-83.1% | $70,126-67.1% |
| Participation rate | 60.7% | 74.2%-13.5pp | 81.9%-21.3pp | 69.5%-8.9pp |
| Annual return | 22.85% | 31.46%-8.6pp | 5156.27%-5133.4pp | 73.15%-50.3pp |
| Employer contribution / active EE | $2,335 | $2,966-21.3% | $4,696-50.3% | $2,343-0.3% |
| Participant deferral / active EE | $4,410 | $5,051-12.7% | $6,247-29.4% | $3,332+32.4% |
| Admin fee / account holder | $3,374 | $5,421-37.8% | $9,244-63.5% | $4,645-27.4% |