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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 | $19,433 | $102,385-81.0% | $147,080-86.8% | $80,935-76.0% |
| Participation rate | 59.6% | 75.9%-16.3pp | 82.2%-22.6pp | 67.7%-8.1pp |
| Annual return | 18.29% | 135.09%-116.8pp | 420.17%-401.9pp | 35.66%-17.4pp |
| Employer contribution / active EE | $1,814 | $3,717-51.2% | $4,933-63.2% | $2,757-34.2% |
| Participant deferral / active EE | $4,966 | $6,651-25.3% | $8,066-38.4% | $4,299+15.5% |
| Admin fee / account holder | $7,664 | $7,951-3.6% | $12,989-41.0% | $6,924+10.7% |