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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 | $13,727 | $106,005-87.1% | $92,239-85.1% | $147,585-90.7% |
| Participation rate | 61.9% | 80.4%-18.5pp | 76.5%-14.6pp | 82.8%-20.9pp |
| Annual return | 17.69% | 50.05%-32.4pp | 176.29%-158.6pp | 578.58%-560.9pp |
| Employer contribution / active EE | $1,085 | $4,333-75.0% | $3,680-70.5% | $4,876-77.8% |
| Participant deferral / active EE | $1,567 | $4,478-65.0% | $3,897-59.8% | $5,439-71.2% |
| Admin fee / account holder | $796 | $6,333-87.4% | $5,194-84.7% | $10,886-92.7% |