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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 | $29,650 | $100,060-70.4% | $149,721-80.2% | $70,126-57.7% |
| Participation rate | 67.2% | 83.6%-16.4pp | 87.1%-19.9pp | 69.5%-2.4pp |
| Annual return | 171.83% | 27.46%+144.4pp | 1501.67%-1329.8pp | 73.15%+98.7pp |
| Employer contribution / active EE | $3,733 | $3,661+2.0% | $5,444-31.4% | $2,343+59.3% |
| Participant deferral / active EE | $7,775 | $4,982+56.1% | $6,568+18.4% | $3,332+133.4% |
| Admin fee / account holder | $4,876 | $8,285-41.2% | $11,282-56.8% | $4,645+5.0% |