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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 | $9,174 | $63,346-85.5% | $92,240-90.1% | $70,126-86.9% |
| Participation rate | 65.7% | 68.7%-3.0pp | 76.5%-10.8pp | 69.5%-3.8pp |
| Annual return | 59.46% | 530.19%-470.7pp | 176.29%-116.8pp | 73.15%-13.7pp |
| Employer contribution / active EE | $2,057 | $2,471-16.8% | $3,680-44.1% | $2,343-12.2% |
| Participant deferral / active EE | $2,862 | $2,854+0.3% | $3,897-26.5% | $3,332-14.1% |
| Admin fee / account holder | $356 | $3,841-90.7% | $5,194-93.1% | $4,645-92.3% |