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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 | $23,204 | $78,562-70.5% | $105,608-78.0% | $74,429-68.8% |
| Participation rate | 32.5% | 72.8%-40.3pp | 75.3%-42.8pp | 67.2%-34.7pp |
| Annual return | 27.86% | 15.94%+11.9pp | 116.50%-88.6pp | 1368.38%-1340.5pp |
| Employer contribution / active EE | $1,362 | $2,521-46.0% | $3,167-57.0% | $2,625-48.1% |
| Participant deferral / active EE | $3,203 | $4,321-25.9% | $5,010-36.1% | $4,348-26.3% |
| Admin fee / account holder | $4,505 | $2,217+103.2% | $11,028-59.1% | $1,944+131.7% |