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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 | $14,917 | $85,766-82.6% | $136,298-89.1% | $70,126-78.7% |
| Participation rate | 59.5% | 74.2%-14.6pp | 81.9%-22.4pp | 69.5%-10.0pp |
| Annual return | 18.61% | 31.46%-12.8pp | 5156.27%-5137.7pp | 73.15%-54.5pp |
| Employer contribution / active EE | $2,114 | $2,966-28.7% | $4,696-55.0% | $2,343-9.8% |
| Participant deferral / active EE | $3,162 | $5,051-37.4% | $6,247-49.4% | $3,332-5.1% |
| Admin fee / account holder | $903 | $5,421-83.3% | $9,244-90.2% | $4,645-80.6% |