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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 | $8,521 | $112,121-92.4% | $95,960-91.1% | $158,966-94.6% |
| Participation rate | 68.8% | 79.0%-10.2pp | 77.1%-8.3pp | 82.0%-13.2pp |
| Annual return | 26.85% | 171.16%-144.3pp | 91.63%-64.8pp | 302.95%-276.1pp |
| Employer contribution / active EE | $1,643 | $3,199-48.6% | $2,541-35.3% | $4,762-65.5% |
| Participant deferral / active EE | $3,475 | $4,784-27.4% | $4,167-16.6% | $5,983-41.9% |
| Admin fee / account holder | $911 | $10,135-91.0% | $6,797-86.6% | $11,250-91.9% |