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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 | $13,076 | $171,272-92.4% | $127,803-89.8% | $152,885-91.4% |
| Participation rate | 55.6% | 83.5%-27.9pp | 79.0%-23.5pp | 82.5%-26.9pp |
| Annual return | 76.07% | 23.54%+52.5pp | 26.14%+49.9pp | 345.39%-269.3pp |
| Employer contribution / active EE | $1,602 | $5,451-70.6% | $4,576-65.0% | $4,763-66.4% |
| Participant deferral / active EE | $6,535 | $7,043-7.2% | $6,023+8.5% | $5,851+11.7% |
| Admin fee / account holder | $2,279 | $14,540-84.3% | $9,399-75.8% | $11,598-80.4% |