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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 | $14,663 | $63,346-76.9% | $92,240-84.1% | $70,126-79.1% |
| Participation rate | 69.8% | 68.7%+1.1pp | 76.5%-6.7pp | 69.5%+0.2pp |
| Annual return | 22.06% | 530.19%-508.1pp | 176.29%-154.2pp | 73.15%-51.1pp |
| Employer contribution / active EE | $1,381 | $2,471-44.1% | $3,680-62.5% | $2,343-41.1% |
| Participant deferral / active EE | $2,334 | $2,854-18.2% | $3,897-40.1% | $3,332-29.9% |
| Admin fee / account holder | $2,584 | $3,841-32.7% | $5,194-50.3% | $4,645-44.4% |