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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 | $23,402 | $79,223-70.5% | $102,460-77.2% | $74,478-68.6% |
| Participation rate | 35.8% | 74.8%-38.9pp | 76.5%-40.7pp | 67.2%-31.4pp |
| Annual return | 20.09% | 54.98%-34.9pp | 29.47%-9.4pp | 1370.56%-1350.5pp |
| Employer contribution / active EE | $1,411 | $2,363-40.3% | $3,025-53.4% | $2,626-46.3% |
| Participant deferral / active EE | $2,214 | $4,417-49.9% | $5,056-56.2% | $4,350-49.1% |
| Admin fee / account holder | $2,667 | $2,003+33.1% | $9,460-71.8% | $1,946+37.1% |