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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 | $18,907 | $101,591-81.4% | $147,096-87.1% | $74,429-74.6% |
| Participation rate | 67.9% | 75.5%-7.6pp | 82.2%-14.3pp | 67.2%+0.7pp |
| Annual return | 14.33% | 8746.45%-8732.1pp | 419.75%-405.4pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $2,453 | $3,813-35.7% | $4,936-50.3% | $2,625-6.6% |
| Participant deferral / active EE | $3,845 | $7,302-47.4% | $8,071-52.4% | $4,348-11.6% |
| Admin fee / account holder | $953 | $1,750-45.5% | $13,005-92.7% | $1,944-51.0% |