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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 | $6,367 | $109,872-94.2% | $98,483-93.5% | $167,536-96.2% |
| Participation rate | 63.6% | 75.8%-12.2pp | 73.3%-9.7pp | 82.1%-18.5pp |
| Annual return | 1224.24% | 1959.31%-735.1pp | 1494.38%-270.1pp | 478.82%+745.4pp |
| Employer contribution / active EE | $1,731 | $3,225-46.3% | $2,961-41.5% | $4,839-64.2% |
| Participant deferral / active EE | $2,996 | $4,673-35.9% | $4,276-29.9% | $6,342-52.8% |
| Admin fee / account holder | $812 | $6,757-88.0% | $5,953-86.4% | $12,315-93.4% |