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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 | $7,673 | $91,179-91.6% | $178,499-95.7% | $79,852-90.4% |
| Participation rate | 35.7% | 69.2%-33.5pp | 81.9%-46.2pp | 69.6%-33.9pp |
| Annual return | 96.63% | 24.19%+72.4pp | 151.10%-54.5pp | 31.72%+64.9pp |
| Employer contribution / active EE | $964 | $3,256-70.4% | $5,011-80.8% | $2,471-61.0% |
| Participant deferral / active EE | $1,737 | $3,236-46.3% | $5,202-66.6% | $3,740-53.6% |
| Admin fee / account holder | $1,100 | $6,749-83.7% | $13,986-92.1% | $5,306-79.3% |