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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 | $20,247 | $102,422-80.2% | $147,117-86.2% | $80,959-75.0% |
| Participation rate | 57.4% | 75.9%-18.5pp | 82.2%-24.8pp | 67.7%-10.3pp |
| Annual return | 53.42% | 135.16%-81.7pp | 420.54%-367.1pp | 35.67%+17.8pp |
| Employer contribution / active EE | $2,233 | $3,717-39.9% | $4,932-54.7% | $2,757-19.0% |
| Participant deferral / active EE | $3,442 | $6,652-48.3% | $8,065-57.3% | $4,300-20.0% |
| Admin fee / account holder | $2,489 | $7,953-68.7% | $12,993-80.8% | $6,925-64.1% |