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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 | $11,110 | $115,810-90.4% | $101,271-89.0% | $158,966-93.0% |
| Participation rate | 54.5% | 79.4%-24.8pp | 75.8%-21.3pp | 82.0%-27.4pp |
| Annual return | 71.11% | 56.15%+15.0pp | 46.48%+24.6pp | 302.95%-231.8pp |
| Employer contribution / active EE | $1,129 | $4,175-73.0% | $3,660-69.2% | $4,762-76.3% |
| Participant deferral / active EE | $1,659 | $4,958-66.5% | $4,371-62.0% | $5,983-72.3% |
| Admin fee / account holder | $1,214 | $7,248-83.3% | $5,948-79.6% | $11,250-89.2% |