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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 | $13,867 | $102,385-86.5% | $147,080-90.6% | $80,935-82.9% |
| Participation rate | 55.8% | 75.9%-20.0pp | 82.2%-26.3pp | 67.7%-11.8pp |
| Annual return | 41.80% | 135.09%-93.3pp | 420.17%-378.4pp | 35.66%+6.1pp |
| Employer contribution / active EE | $1,643 | $3,717-55.8% | $4,933-66.7% | $2,757-40.4% |
| Participant deferral / active EE | $3,330 | $6,651-49.9% | $8,066-58.7% | $4,299-22.5% |
| Admin fee / account holder | $2,389 | $7,951-70.0% | $12,989-81.6% | $6,924-65.5% |