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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 | $7,239 | $70,587-89.7% | $124,693-94.2% | $85,847-91.6% |
| Participation rate | 69.0% | 64.4%+4.6pp | 74.6%-5.6pp | 69.3%-0.3pp |
| Annual return | 12.03% | 20688.83%-20676.8pp | 5144.19%-5132.2pp | 318.61%-306.6pp |
| Employer contribution / active EE | $817 | $1,913-57.3% | $3,324-75.4% | $2,565-68.1% |
| Participant deferral / active EE | $3,340 | $2,969+12.5% | $4,615-27.6% | $3,952-15.5% |
| Admin fee / account holder | $1,012 | $5,282-80.8% | $7,494-86.5% | $6,261-83.8% |