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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 | $8,409 | $116,190-92.8% | $93,614-91.0% | $152,885-94.5% |
| Participation rate | 41.7% | 78.0%-36.4pp | 75.8%-34.2pp | 82.5%-40.8pp |
| Annual return | 53.37% | 35.96%+17.4pp | 32.76%+20.6pp | 345.39%-292.0pp |
| Employer contribution / active EE | $1,330 | $3,219-58.7% | $2,718-51.1% | $4,763-72.1% |
| Participant deferral / active EE | $3,594 | $4,604-21.9% | $4,069-11.7% | $5,851-38.6% |
| Admin fee / account holder | $2,666 | $10,749-75.2% | $7,889-66.2% | $11,598-77.0% |