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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 | $23,083 | $167,415-86.2% | $140,514-83.6% | $198,609-88.4% |
| Participation rate | 50.0% | 80.9%-30.9pp | 77.8%-27.8pp | 82.4%-32.4pp |
| Annual return | 629.68% | 13.85%+615.8pp | 14.36%+615.3pp | 202.70%+427.0pp |
| Employer contribution / active EE | $1,461 | $4,088-64.2% | $3,378-56.7% | $5,055-71.1% |
| Participant deferral / active EE | $2,995 | $5,579-46.3% | $4,919-39.1% | $6,977-57.1% |
| Admin fee / account holder | $7,839 | $16,730-53.1% | $13,697-42.8% | $19,030-58.8% |