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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 | $17,733 | $55,715-68.2% | $124,206-85.7% | $71,012-75.0% |
| Participation rate | 21.7% | 34.7%-13.0pp | 69.6%-47.9pp | 58.6%-36.9pp |
| Annual return | 32.59% | 73.23%-40.6pp | 515.27%-482.7pp | 37.67%-5.1pp |
| Employer contribution / active EE | $697 | $964-27.7% | $3,540-80.3% | $2,348-70.3% |
| Participant deferral / active EE | $1,192 | $1,833-34.9% | $3,968-69.9% | $3,246-63.3% |
| Admin fee / account holder | $1,806 | $1,481+22.0% | $5,929-69.5% | $1,167+54.8% |