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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 | $12,158 | $154,159-92.1% | $130,026-90.6% | $139,456-91.3% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 234.19% | 32.50%+201.7pp | -137.26%+371.5pp | 373.45%-139.3pp |
| Employer contribution / active EE | $3,748 | $5,292-29.2% | $4,321-13.3% | $4,753-21.1% |
| Participant deferral / active EE | $8,327 | $6,710+24.1% | $5,821+43.1% | $6,711+24.1% |
| Admin fee / account holder | $1,381 | $14,001-90.1% | $10,608-87.0% | $11,407-87.9% |