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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 | $13,367 | $62,409-78.6% | $120,574-88.9% | $74,459-82.0% |
| Participation rate | 24.6% | 56.8%-32.2pp | 71.9%-47.4pp | 67.2%-42.6pp |
| Annual return | 99.34% | 18.62%+80.7pp | 107.42%-8.1pp | 1369.70%-1270.4pp |
| Employer contribution / active EE | $816 | $1,847-55.8% | $3,471-76.5% | $2,626-68.9% |
| Participant deferral / active EE | $1,396 | $2,888-51.7% | $4,996-72.0% | $4,350-67.9% |
| Admin fee / account holder | $1,553 | $2,394-35.1% | $9,445-83.6% | $1,945-20.1% |