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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 | $14,033 | $91,198-84.6% | $178,503-92.1% | $79,856-82.4% |
| Participation rate | 28.0% | 69.2%-41.2pp | 81.9%-53.9pp | 69.6%-41.6pp |
| Annual return | 380.50% | 24.20%+356.3pp | 151.12%+229.4pp | 31.71%+348.8pp |
| Employer contribution / active EE | $655 | $3,257-79.9% | $5,011-86.9% | $2,471-73.5% |
| Participant deferral / active EE | $2,734 | $3,237-15.5% | $5,202-47.5% | $3,741-26.9% |
| Admin fee / account holder | $439 | $6,748-93.5% | $13,987-96.9% | $5,306-91.7% |