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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 | $24,403 | $102,385-76.2% | $147,080-83.4% | $80,935-69.8% |
| Participation rate | 54.1% | 75.9%-21.8pp | 82.2%-28.1pp | 67.7%-13.5pp |
| Annual return | 34.14% | 135.09%-100.9pp | 420.17%-386.0pp | 35.66%-1.5pp |
| Employer contribution / active EE | $2,273 | $3,717-38.8% | $4,933-53.9% | $2,757-17.6% |
| Participant deferral / active EE | $5,483 | $6,651-17.6% | $8,066-32.0% | $4,299+27.5% |
| Admin fee / account holder | $521 | $7,951-93.4% | $12,989-96.0% | $6,924-92.5% |