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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 | $11,629 | $63,861-81.8% | $104,625-88.9% | $79,852-85.4% |
| Participation rate | 64.6% | 64.9%-0.3pp | 74.1%-9.5pp | 69.6%-5.1pp |
| Annual return | 41.23% | 21.30%+19.9pp | 340.60%-299.4pp | 31.72%+9.5pp |
| Employer contribution / active EE | $1,996 | $1,588+25.6% | $2,681-25.6% | $2,471-19.2% |
| Participant deferral / active EE | $4,729 | $2,693+75.6% | $3,738+26.5% | $3,740+26.4% |
| Admin fee / account holder | $1,155 | $4,185-72.4% | $6,465-82.1% | $5,306-78.2% |