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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 | $3,226 | $106,008-97.0% | $92,240-96.5% | $147,586-97.8% |
| Participation rate | 68.4% | 80.4%-12.0pp | 76.5%-8.1pp | 82.8%-14.4pp |
| Annual return | 128.15% | 50.05%+78.1pp | 176.29%-48.1pp | 578.59%-450.4pp |
| Employer contribution / active EE | $1,121 | $4,333-74.1% | $3,680-69.5% | $4,876-77.0% |
| Participant deferral / active EE | $1,606 | $4,478-64.1% | $3,897-58.8% | $5,439-70.5% |
| Admin fee / account holder | $711 | $6,333-88.8% | $5,194-86.3% | $10,886-93.5% |