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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 | $9,740 | $152,612-93.6% | $125,192-92.2% | $152,897-93.6% |
| Participation rate | 62.5% | 83.3%-20.8pp | 79.8%-17.3pp | 82.5%-20.0pp |
| Annual return | 65.49% | 54.85%+10.6pp | 43.79%+21.7pp | 345.43%-279.9pp |
| Employer contribution / active EE | $1,522 | $4,947-69.2% | $3,866-60.6% | $4,764-68.0% |
| Participant deferral / active EE | $3,973 | $5,868-32.3% | $4,937-19.5% | $5,851-32.1% |
| Admin fee / account holder | $451 | $13,437-96.6% | $9,704-95.4% | $11,599-96.1% |