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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 | $17,474 | $77,816-77.5% | $123,549-85.9% | $64,181-72.8% |
| Participation rate | 56.3% | 74.7%-18.5pp | 82.3%-26.0pp | 69.6%-13.3pp |
| Annual return | 534.08% | 12.49%+521.6pp | 119.20%+414.9pp | 7.63%+526.4pp |
| Employer contribution / active EE | $1,617 | $3,014-46.4% | $4,628-65.1% | $2,381-32.1% |
| Participant deferral / active EE | $3,127 | $5,240-40.3% | $6,426-51.3% | $3,470-9.9% |
| Admin fee / account holder | $370 | $5,519-93.3% | $9,284-96.0% | $4,887-92.4% |