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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 | $13,521 | $105,200-87.1% | $159,474-91.5% | $85,847-84.2% |
| Participation rate | 69.6% | 75.8%-6.1pp | 82.8%-13.2pp | 69.3%+0.3pp |
| Annual return | 124.57% | 45.08%+79.5pp | 263.68%-139.1pp | 318.61%-194.0pp |
| Employer contribution / active EE | $2,237 | $3,319-32.6% | $4,831-53.7% | $2,565-12.8% |
| Participant deferral / active EE | $5,053 | $5,946-15.0% | $7,353-31.3% | $3,952+27.8% |
| Admin fee / account holder | $652 | $6,934-90.6% | $10,802-94.0% | $6,261-89.6% |