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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 | $17,567 | $89,364-80.3% | $141,177-87.6% | $72,983-75.9% |
| Participation rate | 69.2% | 75.1%-5.9pp | 82.5%-13.2pp | 69.5%-0.3pp |
| Annual return | 2032.89% | 111.86%+1921.0pp | 71.40%+1961.5pp | 81.01%+1951.9pp |
| Employer contribution / active EE | $2,188 | $3,115-29.8% | $4,736-53.8% | $2,440-10.3% |
| Participant deferral / active EE | $3,916 | $5,419-27.7% | $6,710-41.6% | $3,608+8.5% |
| Admin fee / account holder | $459 | $5,959-92.3% | $10,263-95.5% | $5,124-91.0% |