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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 | $9,381 | $95,383-90.2% | $185,837-95.0% | $85,856-89.1% |
| Participation rate | 45.7% | 68.8%-23.1pp | 81.7%-36.0pp | 69.3%-23.6pp |
| Annual return | 69.55% | 23.59%+46.0pp | 122.08%-52.5pp | 318.58%-249.0pp |
| Employer contribution / active EE | $906 | $3,313-72.7% | $5,168-82.5% | $2,565-64.7% |
| Participant deferral / active EE | $1,823 | $3,423-46.7% | $5,568-67.3% | $3,952-53.9% |
| Admin fee / account holder | $309 | $7,213-95.7% | $16,241-98.1% | $6,261-95.1% |