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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 | $25,762 | $59,467-56.7% | $93,727-72.5% | $74,478-65.4% |
| Participation rate | 35.0% | 59.6%-24.6pp | 68.7%-33.7pp | 67.2%-32.2pp |
| Annual return | 26.56% | 82.14%-55.6pp | 133.83%-107.3pp | 1370.56%-1344.0pp |
| Employer contribution / active EE | $1,155 | $1,267-8.8% | $2,421-52.3% | $2,626-56.0% |
| Participant deferral / active EE | $1,820 | $3,052-40.4% | $4,417-58.8% | $4,350-58.2% |
| Admin fee / account holder | $3,757 | $3,028+24.1% | $8,292-54.7% | $1,946+93.1% |