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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 | $17,025 | $85,766-80.1% | $136,298-87.5% | $70,126-75.7% |
| Participation rate | 56.0% | 74.2%-18.1pp | 81.9%-25.9pp | 69.5%-13.5pp |
| Annual return | 23.48% | 31.46%-8.0pp | 5156.27%-5132.8pp | 73.15%-49.7pp |
| Employer contribution / active EE | $933 | $2,966-68.5% | $4,696-80.1% | $2,343-60.2% |
| Participant deferral / active EE | $3,588 | $5,051-29.0% | $6,247-42.6% | $3,332+7.7% |
| Admin fee / account holder | $370 | $5,421-93.2% | $9,244-96.0% | $4,645-92.0% |