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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 | $13,634 | $86,701-84.3% | $73,309-81.4% | $125,389-89.1% |
| Participation rate | 56.3% | 78.6%-22.4pp | 74.9%-18.7pp | 83.2%-26.9pp |
| Annual return | 388.17% | 2.78%+385.4pp | 5.67%+382.5pp | 282.24%+105.9pp |
| Employer contribution / active EE | $1,365 | $4,152-67.1% | $3,237-57.8% | $4,866-71.9% |
| Participant deferral / active EE | $2,237 | $5,549-59.7% | $4,991-55.2% | $5,352-58.2% |
| Admin fee / account holder | $1,709 | $7,768-78.0% | $5,635-69.7% | $9,541-82.1% |