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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 | $32,908 | $101,672-67.6% | $147,117-77.6% | $74,478-55.8% |
| Participation rate | 67.4% | 75.5%-8.1pp | 82.2%-14.8pp | 67.2%+0.2pp |
| Annual return | 18.99% | 8757.83%-8738.8pp | 420.54%-401.6pp | 1370.56%-1351.6pp |
| Employer contribution / active EE | $2,247 | $3,813-41.1% | $4,932-54.5% | $2,626-14.5% |
| Participant deferral / active EE | $4,299 | $7,305-41.1% | $8,065-46.7% | $4,350-1.2% |
| Admin fee / account holder | $5,460 | $1,753+211.4% | $12,993-58.0% | $1,946+180.6% |