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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 | $11,457 | $85,171-86.5% | $172,752-93.4% | $72,975-84.3% |
| Participation rate | 55.6% | 70.1%-14.5pp | 82.6%-27.1pp | 69.5%-13.9pp |
| Annual return | 22.50% | 27.32%-4.8pp | 802.97%-780.5pp | 81.01%-58.5pp |
| Employer contribution / active EE | $1,077 | $3,324-67.6% | $5,144-79.1% | $2,440-55.9% |
| Participant deferral / active EE | $1,471 | $3,260-54.9% | $5,198-71.7% | $3,608-59.2% |
| Admin fee / account holder | $1,994 | $5,880-66.1% | $13,955-85.7% | $5,124-61.1% |