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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 | $11,436 | $65,395-82.5% | $182,558-93.7% | $72,976-84.3% |
| Participation rate | 69.4% | 65.4%+3.9pp | 78.0%-8.6pp | 69.5%-0.1pp |
| Annual return | 94.59% | 27.68%+66.9pp | 148.59%-54.0pp | 81.02%+13.6pp |
| Employer contribution / active EE | $2,188 | $1,911+14.5% | $4,076-46.3% | $2,440-10.3% |
| Participant deferral / active EE | $3,126 | $3,563-12.3% | $5,526-43.4% | $3,608-13.4% |
| Admin fee / account holder | $489 | $4,245-88.5% | $8,594-94.3% | $5,124-90.5% |