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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 | $22,945 | $97,550-76.5% | $120,344-80.9% | $87,485-73.8% |
| Participation rate | 68.6% | 72.8%-4.2pp | 76.7%-8.1pp | 68.9%-0.3pp |
| Annual return | 415.24% | 18.41%+396.8pp | 20.30%+394.9pp | 26.06%+389.2pp |
| Employer contribution / active EE | $672 | $2,291-70.7% | $3,020-77.7% | $2,596-74.1% |
| Participant deferral / active EE | $2,246 | $4,230-46.9% | $5,135-56.3% | $4,274-47.4% |
| Admin fee / account holder | $2,207 | $9,543-76.9% | $12,742-82.7% | $7,775-71.6% |