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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 | $7,468 | $115,810-93.6% | $101,271-92.6% | $158,966-95.3% |
| Participation rate | 61.1% | 79.4%-18.3pp | 75.8%-14.7pp | 82.0%-20.9pp |
| Annual return | 46.74% | 56.15%-9.4pp | 46.48%+0.3pp | 302.95%-256.2pp |
| Employer contribution / active EE | $1,524 | $4,175-63.5% | $3,660-58.4% | $4,762-68.0% |
| Participant deferral / active EE | $2,053 | $4,958-58.6% | $4,371-53.0% | $5,983-65.7% |
| Admin fee / account holder | $1,786 | $7,248-75.4% | $5,948-70.0% | $11,250-84.1% |