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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 | $16,368 | $65,555-75.0% | $86,216-81.0% | $75,173-78.2% |
| Participation rate | 66.7% | 60.5%+6.2pp | 69.0%-2.3pp | 67.2%-0.5pp |
| Annual return | 15.75% | 46.07%-30.3pp | 1169.42%-1153.7pp | 160.72%-145.0pp |
| Employer contribution / active EE | $1,563 | $1,553+0.6% | $2,382-34.4% | $2,671-41.5% |
| Participant deferral / active EE | $1,836 | $3,023-39.3% | $3,986-54.0% | $4,126-55.5% |
| Admin fee / account holder | $1,451 | $5,469-73.5% | $6,853-78.8% | $5,651-74.3% |