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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 | $10,721 | $65,575-83.7% | $86,209-87.6% | $75,181-85.7% |
| Participation rate | 46.2% | 60.5%-14.3pp | 69.0%-22.8pp | 67.2%-21.0pp |
| Annual return | 13.63% | 46.07%-32.4pp | 1169.05%-1155.4pp | 160.69%-147.1pp |
| Employer contribution / active EE | $670 | $1,553-56.9% | $2,381-71.9% | $2,671-74.9% |
| Participant deferral / active EE | $1,427 | $3,023-52.8% | $3,986-64.2% | $4,126-65.4% |
| Admin fee / account holder | $4,716 | $5,470-13.8% | $6,853-31.2% | $5,650-16.5% |