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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 | $27,919 | $144,130-80.6% | $117,861-76.3% | $147,586-81.1% |
| Participation rate | 56.5% | 83.4%-26.9pp | 79.7%-23.1pp | 82.8%-26.3pp |
| Annual return | 21.23% | 531.20%-510.0pp | 335.11%-313.9pp | 578.59%-557.4pp |
| Employer contribution / active EE | $1,014 | $4,897-79.3% | $3,786-73.2% | $4,876-79.2% |
| Participant deferral / active EE | $2,237 | $5,316-57.9% | $4,482-50.1% | $5,439-58.9% |
| Admin fee / account holder | $641 | $10,887-94.1% | $8,021-92.0% | $10,886-94.1% |