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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 | $10,316 | $98,766-89.6% | $149,730-93.1% | $79,852-87.1% |
| Participation rate | 61.3% | 75.8%-14.5pp | 82.5%-21.2pp | 69.6%-8.3pp |
| Annual return | 50.33% | 27.43%+22.9pp | 276.70%-226.4pp | 31.72%+18.6pp |
| Employer contribution / active EE | $1,266 | $3,217-60.6% | $4,645-72.7% | $2,471-48.7% |
| Participant deferral / active EE | $2,718 | $5,681-52.2% | $6,843-60.3% | $3,740-27.3% |
| Admin fee / account holder | $371 | $6,052-93.9% | $9,310-96.0% | $5,306-93.0% |