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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 | $9,851 | $45,152-78.2% | $73,836-86.7% | $59,633-83.5% |
| Participation rate | 55.3% | 64.0%-8.7pp | 73.4%-18.1pp | 68.7%-13.4pp |
| Annual return | 1.40% | 27.40%-26.0pp | 2268.06%-2266.7pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $604 | $1,901-68.2% | $2,787-78.3% | $2,203-72.6% |
| Participant deferral / active EE | $954 | $2,573-62.9% | $3,583-73.4% | $3,192-70.1% |
| Admin fee / account holder | $508 | $3,515-85.5% | $4,882-89.6% | $4,297-88.2% |