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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 | $17,623 | $65,555-73.1% | $86,216-79.6% | $75,173-76.6% |
| Participation rate | 42.3% | 60.5%-18.2pp | 69.0%-26.7pp | 67.2%-24.9pp |
| Annual return | 22.39% | 46.07%-23.7pp | 1169.42%-1147.0pp | 160.72%-138.3pp |
| Employer contribution / active EE | $1,711 | $1,553+10.2% | $2,382-28.1% | $2,671-35.9% |
| Participant deferral / active EE | $3,093 | $3,023+2.3% | $3,986-22.4% | $4,126-25.0% |
| Admin fee / account holder | $827 | $5,469-84.9% | $6,853-87.9% | $5,651-85.4% |