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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 | $16,032 | $117,895-86.4% | $102,460-84.4% | $145,897-89.0% |
| Participation rate | 40.9% | 78.6%-37.7pp | 76.5%-35.6pp | 80.3%-39.4pp |
| Annual return | 58.69% | 31.92%+26.8pp | 29.47%+29.2pp | 552.29%-493.6pp |
| Employer contribution / active EE | $1,431 | $3,619-60.5% | $3,025-52.7% | $4,663-69.3% |
| Participant deferral / active EE | $2,760 | $5,736-51.9% | $5,056-45.4% | $6,689-58.7% |
| Admin fee / account holder | $1,309 | $13,353-90.2% | $9,460-86.2% | $13,390-90.2% |