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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 | $11,456 | $69,012-83.4% | $160,009-92.8% | $68,486-83.3% |
| Participation rate | 51.7% | 65.4%-13.7pp | 78.0%-26.3pp | 67.9%-16.2pp |
| Annual return | 63.39% | -9.65%+73.0pp | 408.85%-345.5pp | -7.85%+71.2pp |
| Employer contribution / active EE | $1,873 | $2,212-15.3% | $4,225-55.7% | $2,597-27.9% |
| Participant deferral / active EE | $6,013 | $4,212+42.8% | $6,183-2.7% | $4,028+49.3% |
| Admin fee / account holder | $1,658 | $4,798-65.4% | $8,715-81.0% | $5,404-69.3% |