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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 | $16,889 | $88,087-80.8% | $164,866-89.8% | $74,546-77.3% |
| Participation rate | 32.8% | 73.1%-40.3pp | 78.6%-45.8pp | 67.2%-34.4pp |
| Annual return | 48.67% | 17.27%+31.4pp | 69.97%-21.3pp | 1366.03%-1317.4pp |
| Employer contribution / active EE | $1,399 | $2,595-46.1% | $4,343-67.8% | $2,624-46.7% |
| Participant deferral / active EE | $2,568 | $4,499-42.9% | $6,033-57.4% | $4,347-40.9% |
| Admin fee / account holder | $1,000 | $2,232-55.2% | $12,689-92.1% | $1,944-48.6% |