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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 | $12,179 | $106,008-88.5% | $92,240-86.8% | $147,586-91.7% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.5%-14.0pp | 82.8%-20.3pp |
| Annual return | 14.82% | 50.05%-35.2pp | 176.29%-161.5pp | 578.59%-563.8pp |
| Employer contribution / active EE | $1,210 | $4,333-72.1% | $3,680-67.1% | $4,876-75.2% |
| Participant deferral / active EE | $1,402 | $4,478-68.7% | $3,897-64.0% | $5,439-74.2% |
| Admin fee / account holder | $306 | $6,333-95.2% | $5,194-94.1% | $10,886-97.2% |