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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 | $9,528 | $48,570-80.4% | $130,660-92.7% | $72,975-86.9% |
| Participation rate | 56.3% | 58.6%-2.3pp | 71.7%-15.5pp | 69.5%-13.2pp |
| Annual return | 79.75% | 38.63%+41.1pp | 1709.29%-1629.5pp | 81.01%-1.3pp |
| Employer contribution / active EE | $1,505 | $1,334+12.8% | $4,092-63.2% | $2,440-38.3% |
| Participant deferral / active EE | $3,388 | $2,384+42.1% | $3,603-6.0% | $3,608-6.1% |
| Admin fee / account holder | $588 | $3,549-83.4% | $5,463-89.2% | $5,124-88.5% |