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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 | $14,015 | $106,008-86.8% | $92,240-84.8% | $147,586-90.5% |
| Participation rate | 69.2% | 80.4%-11.2pp | 76.5%-7.3pp | 82.8%-13.6pp |
| Annual return | 39.76% | 50.05%-10.3pp | 176.29%-136.5pp | 578.59%-538.8pp |
| Employer contribution / active EE | $1,876 | $4,333-56.7% | $3,680-49.0% | $4,876-61.5% |
| Participant deferral / active EE | $5,741 | $4,478+28.2% | $3,897+47.3% | $5,439+5.6% |
| Admin fee / account holder | $392 | $6,333-93.8% | $5,194-92.5% | $10,886-96.4% |