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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 | $19,689 | $54,717-64.0% | $86,216-77.2% | $71,511-72.5% |
| Participation rate | 58.5% | 60.1%-1.6pp | 69.0%-10.5pp | 67.9%-9.4pp |
| Annual return | 153.48% | 20.07%+133.4pp | 1169.42%-1015.9pp | 28.86%+124.6pp |
| Employer contribution / active EE | $1,405 | $1,267+10.9% | $2,382-41.0% | $2,589-45.7% |
| Participant deferral / active EE | $3,622 | $3,110+16.5% | $3,986-9.1% | $4,291-15.6% |
| Admin fee / account holder | $318 | $1,922-83.5% | $6,853-95.4% | $1,588-80.0% |