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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 | $14,670 | $125,190-88.3% | $105,624-86.1% | $145,897-89.9% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 13.72% | 225.22%-211.5pp | 116.20%-102.5pp | 552.29%-538.6pp |
| Employer contribution / active EE | $1,333 | $3,720-64.2% | $3,168-57.9% | $4,663-71.4% |
| Participant deferral / active EE | $2,215 | $5,716-61.2% | $5,013-55.8% | $6,689-66.9% |
| Admin fee / account holder | $1,885 | $17,138-89.0% | $10,961-82.8% | $13,390-85.9% |