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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 | $16,925 | $98,766-82.9% | $149,730-88.7% | $79,852-78.8% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.6%-19.6pp |
| Annual return | 55.57% | 27.43%+28.1pp | 276.70%-221.1pp | 31.72%+23.9pp |
| Employer contribution / active EE | $2,213 | $3,217-31.2% | $4,645-52.4% | $2,471-10.4% |
| Participant deferral / active EE | $5,199 | $5,681-8.5% | $6,843-24.0% | $3,740+39.0% |
| Admin fee / account holder | $1,182 | $6,052-80.5% | $9,310-87.3% | $5,306-77.7% |