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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 | $21,668 | $85,766-74.7% | $136,298-84.1% | $70,126-69.1% |
| Participation rate | 61.9% | 74.2%-12.3pp | 81.9%-20.0pp | 69.5%-7.6pp |
| Annual return | 34.19% | 31.46%+2.7pp | 5156.27%-5122.1pp | 73.15%-39.0pp |
| Employer contribution / active EE | $3,812 | $2,966+28.5% | $4,696-18.8% | $2,343+62.7% |
| Participant deferral / active EE | $5,663 | $5,051+12.1% | $6,247-9.3% | $3,332+70.0% |
| Admin fee / account holder | $557 | $5,421-89.7% | $9,244-94.0% | $4,645-88.0% |