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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 | $12,076 | $91,037-86.7% | $71,671-83.2% | $147,586-91.8% |
| Participation rate | 66.7% | 76.1%-9.5pp | 68.7%-2.1pp | 82.8%-16.2pp |
| Annual return | 172.34% | 20.48%+151.9pp | 20.65%+151.7pp | 578.59%-406.2pp |
| Employer contribution / active EE | $903 | $3,327-72.9% | $2,460-63.3% | $4,876-81.5% |
| Participant deferral / active EE | $1,996 | $4,498-55.6% | $3,438-41.9% | $5,439-63.3% |
| Admin fee / account holder | $611 | $8,613-92.9% | $5,558-89.0% | $10,886-94.4% |