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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 | $25,017 | $80,781-69.0% | $102,437-75.6% | $74,478-66.4% |
| Participation rate | 43.5% | 65.7%-22.1pp | 74.5%-31.0pp | 67.2%-23.7pp |
| Annual return | 29.11% | 27.58%+1.5pp | 24.95%+4.2pp | 1370.56%-1341.5pp |
| Employer contribution / active EE | $1,239 | $3,160-60.8% | $3,871-68.0% | $2,626-52.8% |
| Participant deferral / active EE | $2,304 | $3,862-40.3% | $5,060-54.5% | $4,350-47.0% |
| Admin fee / account holder | $1,107 | $2,372-53.3% | $8,388-86.8% | $1,946-43.1% |