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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 | $7,713 | $49,164-84.3% | $121,169-93.6% | $75,181-89.7% |
| Participation rate | 62.1% | 55.4%+6.6pp | 69.5%-7.5pp | 67.2%-5.1pp |
| Annual return | 18.67% | 56.03%-37.4pp | 986.71%-968.0pp | 160.69%-142.0pp |
| Employer contribution / active EE | $873 | $1,546-43.5% | $4,168-79.0% | $2,671-67.3% |
| Participant deferral / active EE | $1,724 | $2,628-34.4% | $4,083-57.8% | $4,126-58.2% |
| Admin fee / account holder | $1,893 | $3,942-52.0% | $5,645-66.5% | $5,650-66.5% |