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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 | $9,400 | $106,003-91.1% | $92,236-89.8% | $147,585-93.6% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 54.96% | 50.05%+4.9pp | 176.29%-121.3pp | 578.57%-523.6pp |
| Employer contribution / active EE | $2,524 | $4,333-41.7% | $3,679-31.4% | $4,876-48.2% |
| Participant deferral / active EE | $4,329 | $4,478-3.3% | $3,897+11.1% | $5,439-20.4% |
| Admin fee / account holder | $4,839 | $6,333-23.6% | $5,194-6.8% | $10,885-55.5% |