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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 | $13,483 | $85,171-84.2% | $172,752-92.2% | $72,975-81.5% |
| Participation rate | 60.0% | 70.1%-10.1pp | 82.6%-22.6pp | 69.5%-9.5pp |
| Annual return | 24.57% | 27.32%-2.8pp | 802.97%-778.4pp | 81.01%-56.4pp |
| Employer contribution / active EE | $1,443 | $3,324-56.6% | $5,144-72.0% | $2,440-40.9% |
| Participant deferral / active EE | $2,483 | $3,260-23.8% | $5,198-52.2% | $3,608-31.2% |
| Admin fee / account holder | $1,175 | $5,880-80.0% | $13,955-91.6% | $5,124-77.1% |