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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 | $12,457 | $60,139-79.3% | $90,461-86.2% | $79,856-84.4% |
| Participation rate | 65.9% | 65.0%+0.9pp | 72.7%-6.8pp | 69.6%-3.7pp |
| Annual return | 34.83% | 71.96%-37.1pp | 1294.76%-1259.9pp | 31.71%+3.1pp |
| Employer contribution / active EE | $4,967 | $2,069+140.1% | $3,264+52.2% | $2,471+101.0% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $441 | $3,978-88.9% | $5,617-92.1% | $5,306-91.7% |