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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 | $21,660 | $85,766-74.7% | $136,298-84.1% | $70,126-69.1% |
| Participation rate | 61.0% | 74.2%-13.1pp | 81.9%-20.9pp | 69.5%-8.5pp |
| Annual return | 28.28% | 31.46%-3.2pp | 5156.27%-5128.0pp | 73.15%-44.9pp |
| Employer contribution / active EE | $2,116 | $2,966-28.7% | $4,696-54.9% | $2,343-9.7% |
| Participant deferral / active EE | $4,182 | $5,051-17.2% | $6,247-33.1% | $3,332+25.5% |
| Admin fee / account holder | $3,663 | $5,421-32.4% | $9,244-60.4% | $4,645-21.1% |