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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 | $15,259 | $112,915-86.5% | $90,965-83.2% | $158,950-90.4% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 40.23% | 215.75%-175.5pp | 134.57%-94.3pp | 302.91%-262.7pp |
| Employer contribution / active EE | $1,698 | $2,894-41.3% | $2,122-20.0% | $4,762-64.4% |
| Participant deferral / active EE | $11,416 | $4,128+176.5% | $3,373+238.4% | $5,983+90.8% |
| Admin fee / account holder | $481 | $8,044-94.0% | $5,960-91.9% | $11,248-95.7% |