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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 | $24,067 | $102,385-76.5% | $147,080-83.6% | $80,935-70.3% |
| Participation rate | 47.9% | 75.9%-28.0pp | 82.2%-34.3pp | 67.7%-19.8pp |
| Annual return | 14.35% | 135.09%-120.7pp | 420.17%-405.8pp | 35.66%-21.3pp |
| Employer contribution / active EE | $2,094 | $3,717-43.7% | $4,933-57.5% | $2,757-24.0% |
| Participant deferral / active EE | $4,508 | $6,651-32.2% | $8,066-44.1% | $4,299+4.9% |
| Admin fee / account holder | $3,792 | $7,951-52.3% | $12,989-70.8% | $6,924-45.2% |