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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 | $19,481 | $121,341-83.9% | $189,537-89.7% | $79,391-75.5% |
| Participation rate | 66.9% | 86.1%-19.2pp | 87.8%-20.9pp | 70.7%-3.8pp |
| Annual return | 30.03% | 21.08%+8.9pp | 555.34%-525.3pp | 116.88%-86.9pp |
| Employer contribution / active EE | $2,081 | $3,915-46.8% | $6,161-66.2% | $2,428-14.3% |
| Participant deferral / active EE | $3,621 | $6,395-43.4% | $8,220-56.0% | $4,046-10.5% |
| Admin fee / account holder | $546 | $651-16.2% | $12,048-95.5% | $627-12.8% |