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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 | $10,974 | $60,504-81.9% | $81,882-86.6% | $74,478-85.3% |
| Participation rate | 33.9% | 62.9%-29.0pp | 72.4%-38.5pp | 67.2%-33.3pp |
| Annual return | 21.81% | 16.91%+4.9pp | 779.47%-757.7pp | 1370.56%-1348.8pp |
| Employer contribution / active EE | $571 | $2,627-78.2% | $2,916-80.4% | $2,626-78.2% |
| Participant deferral / active EE | $1,189 | $3,400-65.0% | $4,323-72.5% | $4,350-72.7% |
| Admin fee / account holder | $670 | $1,492-55.1% | $7,360-90.9% | $1,946-65.6% |