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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 | $11,213 | $112,112-90.0% | $95,956-88.3% | $158,950-92.9% |
| Participation rate | 28.6% | 79.0%-50.4pp | 77.1%-48.5pp | 82.0%-53.4pp |
| Annual return | 15.36% | 171.15%-155.8pp | 91.63%-76.3pp | 302.91%-287.6pp |
| Employer contribution / active EE | $1,202 | $3,199-62.4% | $2,541-52.7% | $4,762-74.8% |
| Participant deferral / active EE | $2,528 | $4,784-47.2% | $4,167-39.3% | $5,983-57.8% |
| Admin fee / account holder | $2,500 | $10,134-75.3% | $6,797-63.2% | $11,248-77.8% |