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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 | $14,481 | $157,296-90.8% | $141,191-89.7% | $152,897-90.5% |
| Participation rate | 64.3% | 84.8%-20.5pp | 82.5%-18.2pp | 82.5%-18.2pp |
| Annual return | 240.41% | 64.34%+176.1pp | 71.41%+169.0pp | 345.43%-105.0pp |
| Employer contribution / active EE | $3,621 | $5,262-31.2% | $4,736-23.5% | $4,764-24.0% |
| Participant deferral / active EE | $7,151 | $7,111+0.6% | $6,710+6.6% | $5,851+22.2% |
| Admin fee / account holder | $1,966 | $12,125-83.8% | $10,264-80.8% | $11,599-83.1% |