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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 | $19,160 | $64,705-70.4% | $62,929-69.6% | $67,986-71.8% |
| Participation rate | 42.9% | 65.6%-22.7pp | 73.1%-30.3pp | 57.2%-14.4pp |
| Annual return | 78.95% | 20.31%+58.6pp | 1063.93%-985.0pp | 31.67%+47.3pp |
| Employer contribution / active EE | $654 | $2,376-72.5% | $2,505-73.9% | $2,019-67.6% |
| Participant deferral / active EE | $1,182 | $3,198-63.0% | $3,888-69.6% | $3,358-64.8% |
| Admin fee / account holder | $1,146 | $1,428-19.8% | $5,065-77.4% | $3,203-64.2% |