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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 | $21,666 | $85,766-74.7% | $136,297-84.1% | $70,124-69.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 81.9%-31.9pp | 69.5%-19.5pp |
| Annual return | 39.53% | 31.45%+8.1pp | 5156.19%-5116.7pp | 73.14%-33.6pp |
| Employer contribution / active EE | $946 | $2,966-68.1% | $4,696-79.9% | $2,342-59.6% |
| Participant deferral / active EE | $4,892 | $5,051-3.1% | $6,247-21.7% | $3,332+46.8% |
| Admin fee / account holder | $3,363 | $5,420-38.0% | $9,244-63.6% | $4,645-27.6% |