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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 | $19,433 | $102,393-81.0% | $147,041-86.8% | $80,911-76.0% |
| Participation rate | 59.6% | 75.9%-16.3pp | 82.2%-22.6pp | 67.6%-8.1pp |
| Annual return | 18.29% | 134.95%-116.7pp | 419.21%-400.9pp | 35.63%-17.3pp |
| Employer contribution / active EE | $1,814 | $3,715-51.2% | $4,935-63.2% | $2,756-34.2% |
| Participant deferral / active EE | $4,966 | $6,647-25.3% | $8,071-38.5% | $4,297+15.6% |
| Admin fee / account holder | $7,664 | $7,943-3.5% | $13,006-41.1% | $6,935+10.5% |