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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 | $10,510 | $112,933-90.7% | $90,970-88.4% | $158,982-93.4% |
| Participation rate | 69.2% | 74.7%-5.5pp | 69.0%+0.2pp | 82.0%-12.7pp |
| Annual return | 33.91% | 215.82%-181.9pp | 134.60%-100.7pp | 302.99%-269.1pp |
| Employer contribution / active EE | $1,643 | $2,893-43.2% | $2,122-22.6% | $4,763-65.5% |
| Participant deferral / active EE | $4,341 | $4,128+5.2% | $3,373+28.7% | $5,983-27.4% |
| Admin fee / account holder | $2,290 | $8,047-71.5% | $5,961-61.6% | $11,252-79.7% |