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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 | $14,214 | $69,708-79.6% | $67,560-79.0% | $74,478-80.9% |
| Participation rate | 55.9% | 71.4%-15.6pp | 72.9%-17.1pp | 67.2%-11.4pp |
| Annual return | 23.48% | -40.67%+64.2pp | 3533.50%-3510.0pp | 1370.56%-1347.1pp |
| Employer contribution / active EE | $820 | $2,715-69.8% | $2,737-70.0% | $2,626-68.8% |
| Participant deferral / active EE | $1,634 | $3,637-55.1% | $4,004-59.2% | $4,350-62.4% |
| Admin fee / account holder | $486 | $887-45.2% | $3,994-87.8% | $1,946-75.0% |