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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 | $101,653-70.2% | $147,080-79.4% | $74,459-59.3% |
| Participation rate | 62.6% | 75.6%-13.0pp | 82.2%-19.6pp | 67.2%-4.7pp |
| Annual return | 26.81% | 8754.98%-8728.2pp | 420.17%-393.4pp | 1369.70%-1342.9pp |
| Employer contribution / active EE | $2,233 | $3,813-41.4% | $4,933-54.7% | $2,626-15.0% |
| Participant deferral / active EE | $4,438 | $7,304-39.2% | $8,066-45.0% | $4,350+2.0% |
| Admin fee / account holder | $2,342 | $1,752+33.7% | $12,989-82.0% | $1,945+20.4% |