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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 | $78,607-70.5% | $105,624-78.0% | $74,478-68.8% |
| Participation rate | 32.5% | 72.8%-40.3pp | 75.3%-42.7pp | 67.2%-34.7pp |
| Annual return | 27.86% | 15.96%+11.9pp | 116.20%-88.3pp | 1370.56%-1342.7pp |
| Employer contribution / active EE | $1,362 | $2,523-46.0% | $3,168-57.0% | $2,626-48.1% |
| Participant deferral / active EE | $3,203 | $4,325-25.9% | $5,013-36.1% | $4,350-26.4% |
| Admin fee / account holder | $4,505 | $2,220+103.0% | $10,961-58.9% | $1,946+131.5% |