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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 | $19,834 | $102,429-80.6% | $147,096-86.5% | $80,925-75.5% |
| Participation rate | 51.1% | 75.9%-24.8pp | 82.2%-31.1pp | 67.7%-16.5pp |
| Annual return | 15.68% | 135.02%-119.3pp | 419.75%-404.1pp | 35.65%-20.0pp |
| Employer contribution / active EE | $1,656 | $3,716-55.4% | $4,936-66.4% | $2,756-39.9% |
| Participant deferral / active EE | $3,821 | $6,649-42.5% | $8,071-52.7% | $4,299-11.1% |
| Admin fee / account holder | $683 | $7,957-91.4% | $13,005-94.7% | $6,940-90.2% |