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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 | $12,826 | $102,385-87.5% | $147,080-91.3% | $80,935-84.2% |
| Participation rate | 67.4% | 75.9%-8.4pp | 82.2%-14.7pp | 67.7%-0.2pp |
| Annual return | 179.83% | 135.09%+44.7pp | 420.17%-240.3pp | 35.66%+144.2pp |
| Employer contribution / active EE | $1,730 | $3,717-53.5% | $4,933-64.9% | $2,757-37.2% |
| Participant deferral / active EE | $3,472 | $6,651-47.8% | $8,066-57.0% | $4,299-19.2% |
| Admin fee / account holder | $1,763 | $7,951-77.8% | $12,989-86.4% | $6,924-74.5% |