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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 | $30,331 | $101,499-70.1% | $147,005-79.4% | $74,546-59.3% |
| Participation rate | 62.6% | 75.5%-13.0pp | 82.2%-19.6pp | 67.2%-4.6pp |
| Annual return | 26.81% | 8732.34%-8705.5pp | 418.76%-392.0pp | 1366.03%-1339.2pp |
| Employer contribution / active EE | $2,233 | $3,811-41.4% | $4,934-54.7% | $2,624-14.9% |
| Participant deferral / active EE | $4,438 | $7,304-39.2% | $8,070-45.0% | $4,347+2.1% |
| Admin fee / account holder | $2,342 | $1,748+34.0% | $13,006-82.0% | $1,944+20.5% |