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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 | $15,727 | $226,135-93.0% | $182,558-91.4% | $152,909-89.7% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.5%-32.5pp |
| Annual return | 78.12% | 192.60%-114.5pp | 148.59%-70.5pp | 345.46%-267.3pp |
| Employer contribution / active EE | $938 | $4,979-81.2% | $4,076-77.0% | $4,764-80.3% |
| Participant deferral / active EE | $4,711 | $6,371-26.1% | $5,526-14.7% | $5,851-19.5% |
| Admin fee / account holder | $2,204 | $10,707-79.4% | $8,594-74.4% | $11,601-81.0% |