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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 | $20,520 | $85,766-76.1% | $136,298-84.9% | $70,126-70.7% |
| Participation rate | 67.3% | 74.2%-6.9pp | 81.9%-14.6pp | 69.5%-2.3pp |
| Annual return | 16.84% | 31.46%-14.6pp | 5156.27%-5139.4pp | 73.15%-56.3pp |
| Employer contribution / active EE | $1,704 | $2,966-42.6% | $4,696-63.7% | $2,343-27.3% |
| Participant deferral / active EE | $2,583 | $5,051-48.9% | $6,247-58.7% | $3,332-22.5% |
| Admin fee / account holder | $1,783 | $5,421-67.1% | $9,244-80.7% | $4,645-61.6% |