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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 | $14,379 | $153,311-90.6% | $109,313-86.8% | $273,972-94.8% |
| Participation rate | 61.5% | 80.1%-18.5pp | 71.3%-9.7pp | 83.0%-21.5pp |
| Annual return | 145.65% | 29.86%+115.8pp | 22.07%+123.6pp | 41.46%+104.2pp |
| Employer contribution / active EE | $1,310 | $5,619-76.7% | $3,892-66.4% | $4,869-73.1% |
| Participant deferral / active EE | $2,502 | $3,932-36.4% | $3,166-21.0% | $5,287-52.7% |
| Admin fee / account holder | $498 | $8,076-93.8% | $5,666-91.2% | $10,133-95.1% |