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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 | $11,334 | $54,679-79.3% | $76,119-85.1% | $74,459-84.8% |
| Participation rate | 44.8% | 60.3%-15.5pp | 69.1%-24.2pp | 67.2%-22.4pp |
| Annual return | 16.65% | 31.90%-15.3pp | 361.25%-344.6pp | 1369.70%-1353.1pp |
| Employer contribution / active EE | $853 | $1,781-52.1% | $2,693-68.3% | $2,626-67.5% |
| Participant deferral / active EE | $1,276 | $3,072-58.5% | $4,259-70.0% | $4,350-70.7% |
| Admin fee / account holder | $903 | $2,238-59.7% | $6,421-85.9% | $1,945-53.6% |