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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 | $21,382 | $102,385-79.1% | $147,080-85.5% | $80,935-73.6% |
| Participation rate | 60.9% | 75.9%-15.0pp | 82.2%-21.3pp | 67.7%-6.8pp |
| Annual return | 15.29% | 135.09%-119.8pp | 420.17%-404.9pp | 35.66%-20.4pp |
| Employer contribution / active EE | $1,492 | $3,717-59.9% | $4,933-69.8% | $2,757-45.9% |
| Participant deferral / active EE | $2,772 | $6,651-58.3% | $8,066-65.6% | $4,299-35.5% |
| Admin fee / account holder | $4,361 | $7,951-45.2% | $12,989-66.4% | $6,924-37.0% |