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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 | $65,084-70.6% | $67,681-71.7% | $64,340-70.2% |
| Participation rate | 42.9% | 66.7%-23.9pp | 73.7%-30.9pp | 55.2%-12.4pp |
| Annual return | 78.95% | 20.50%+58.4pp | 590.58%-511.6pp | 24.14%+54.8pp |
| Employer contribution / active EE | $654 | $2,398-72.7% | $2,678-75.6% | $1,862-64.9% |
| Participant deferral / active EE | $1,182 | $3,210-63.2% | $3,976-70.3% | $2,980-60.3% |
| Admin fee / account holder | $1,146 | $1,415-19.0% | $6,100-81.2% | $3,703-69.0% |