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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 | $9,570 | $57,330-83.3% | $86,656-89.0% | $75,177-87.3% |
| Participation rate | 23.2% | 63.2%-40.0pp | 71.7%-48.5pp | 67.2%-44.0pp |
| Annual return | 22.56% | 2675.40%-2652.8pp | 593.09%-570.5pp | 160.75%-138.2pp |
| Employer contribution / active EE | $359 | $2,316-84.5% | $3,025-88.1% | $2,671-86.6% |
| Participant deferral / active EE | $1,077 | $3,320-67.6% | $4,439-75.7% | $4,126-73.9% |
| Admin fee / account holder | $1,236 | $4,115-70.0% | $5,619-78.0% | $5,651-78.1% |