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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 | $14,604 | $115,814-87.4% | $101,275-85.6% | $158,982-90.8% |
| Participation rate | 52.4% | 79.4%-27.0pp | 75.8%-23.4pp | 82.0%-29.6pp |
| Annual return | 21.68% | 56.16%-34.5pp | 46.48%-24.8pp | 302.99%-281.3pp |
| Employer contribution / active EE | $1,660 | $4,176-60.2% | $3,660-54.6% | $4,763-65.1% |
| Participant deferral / active EE | $2,165 | $4,958-56.3% | $4,371-50.5% | $5,983-63.8% |
| Admin fee / account holder | $2,157 | $7,249-70.2% | $5,948-63.7% | $11,252-80.8% |