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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 | $15,694 | $106,008-85.2% | $92,240-83.0% | $147,586-89.4% |
| Participation rate | 69.6% | 80.4%-10.8pp | 76.5%-6.9pp | 82.8%-13.3pp |
| Annual return | 10.81% | 50.05%-39.2pp | 176.29%-165.5pp | 578.59%-567.8pp |
| Employer contribution / active EE | $759 | $4,333-82.5% | $3,680-79.4% | $4,876-84.4% |
| Participant deferral / active EE | $2,905 | $4,478-35.1% | $3,897-25.5% | $5,439-46.6% |
| Admin fee / account holder | $2,055 | $6,333-67.6% | $5,194-60.4% | $10,886-81.1% |