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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 | $12,494 | $91,179-86.3% | $178,499-93.0% | $79,852-84.4% |
| Participation rate | 59.5% | 69.2%-9.7pp | 81.9%-22.4pp | 69.6%-10.1pp |
| Annual return | 199.53% | 24.19%+175.3pp | 151.10%+48.4pp | 31.72%+167.8pp |
| Employer contribution / active EE | $836 | $3,256-74.3% | $5,011-83.3% | $2,471-66.2% |
| Participant deferral / active EE | $1,920 | $3,236-40.7% | $5,202-63.1% | $3,740-48.7% |
| Admin fee / account holder | $616 | $6,749-90.9% | $13,986-95.6% | $5,306-88.4% |