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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 | $16,517 | $102,382-83.9% | $147,005-88.8% | $80,874-79.6% |
| Participation rate | 66.7% | 75.8%-9.2pp | 82.2%-15.5pp | 67.6%-1.0pp |
| Annual return | 22.11% | 134.89%-112.8pp | 418.76%-396.7pp | 35.62%-13.5pp |
| Employer contribution / active EE | $1,757 | $3,715-52.7% | $4,934-64.4% | $2,756-36.2% |
| Participant deferral / active EE | $5,720 | $6,646-13.9% | $8,070-29.1% | $4,297+33.1% |
| Admin fee / account holder | $1,362 | $7,942-82.8% | $13,006-89.5% | $6,935-80.4% |