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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 | $23,442 | $102,385-77.1% | $147,080-84.1% | $80,935-71.0% |
| Participation rate | 38.5% | 75.9%-37.4pp | 82.2%-43.7pp | 67.7%-29.2pp |
| Annual return | 56.25% | 135.09%-78.8pp | 420.17%-363.9pp | 35.66%+20.6pp |
| Employer contribution / active EE | $1,106 | $3,717-70.2% | $4,933-77.6% | $2,757-59.9% |
| Participant deferral / active EE | $4,731 | $6,651-28.9% | $8,066-41.3% | $4,299+10.0% |
| Admin fee / account holder | $692 | $7,951-91.3% | $12,989-94.7% | $6,924-90.0% |