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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 | $15,306 | $115,796-86.8% | $101,264-84.9% | $158,950-90.4% |
| Participation rate | 61.5% | 79.4%-17.8pp | 75.8%-14.3pp | 82.0%-20.4pp |
| Annual return | 19.32% | 56.15%-36.8pp | 46.48%-27.2pp | 302.91%-283.6pp |
| Employer contribution / active EE | $800 | $4,175-80.8% | $3,660-78.1% | $4,762-83.2% |
| Participant deferral / active EE | $3,309 | $4,958-33.3% | $4,370-24.3% | $5,983-44.7% |
| Admin fee / account holder | $421 | $7,247-94.2% | $5,947-92.9% | $11,248-96.3% |