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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 | $5,203 | $30,732-83.1% | $59,496-91.3% | $59,632-91.3% |
| Participation rate | 61.8% | 43.2%+18.6pp | 54.6%+7.3pp | 68.7%-6.9pp |
| Annual return | 53.03% | 4.47%+48.6pp | 182.05%-129.0pp | 2041.32%-1988.3pp |
| Employer contribution / active EE | $269 | $631-57.3% | $1,153-76.7% | $2,203-87.8% |
| Participant deferral / active EE | $1,666 | $1,183+40.8% | $1,829-8.9% | $3,192-47.8% |
| Admin fee / account holder | $708 | $2,136-66.9% | $2,232-68.3% | $4,297-83.5% |