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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 | $10,176 | $60,119-83.1% | $90,430-88.7% | $79,858-87.3% |
| Participation rate | 54.5% | 65.0%-10.4pp | 72.7%-18.1pp | 69.6%-15.1pp |
| Annual return | 77.46% | 71.94%+5.5pp | 1293.73%-1216.3pp | 31.72%+45.7pp |
| Employer contribution / active EE | $1,068 | $2,068-48.3% | $3,262-67.3% | $2,471-56.8% |
| Participant deferral / active EE | $1,733 | $2,938-41.0% | $3,963-56.3% | $3,740-53.7% |
| Admin fee / account holder | $520 | $3,976-86.9% | $5,613-90.7% | $5,306-90.2% |