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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 | $18,576 | $85,766-78.3% | $136,298-86.4% | $70,126-73.5% |
| Participation rate | 65.0% | 74.2%-9.2pp | 81.9%-16.9pp | 69.5%-4.5pp |
| Annual return | 40.57% | 31.46%+9.1pp | 5156.27%-5115.7pp | 73.15%-32.6pp |
| Employer contribution / active EE | $1,410 | $2,966-52.4% | $4,696-70.0% | $2,343-39.8% |
| Participant deferral / active EE | $2,450 | $5,051-51.5% | $6,247-60.8% | $3,332-26.5% |
| Admin fee / account holder | $3,781 | $5,421-30.2% | $9,244-59.1% | $4,645-18.6% |