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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 | $16,777 | $100,060-83.2% | $149,721-88.8% | $70,126-76.1% |
| Participation rate | 50.0% | 83.6%-33.6pp | 87.1%-37.1pp | 69.5%-19.5pp |
| Annual return | 89.89% | 27.46%+62.4pp | 1501.67%-1411.8pp | 73.15%+16.7pp |
| Employer contribution / active EE | $1,711 | $3,661-53.3% | $5,444-68.6% | $2,343-27.0% |
| Participant deferral / active EE | $3,354 | $4,982-32.7% | $6,568-48.9% | $3,332+0.7% |
| Admin fee / account holder | $3,202 | $8,285-61.4% | $11,282-71.6% | $4,645-31.1% |