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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 | $9,263 | $83,337-88.9% | $67,834-86.3% | $273,972-96.6% |
| Participation rate | 43.5% | 76.4%-33.0pp | 68.8%-25.3pp | 83.0%-39.5pp |
| Annual return | 4.61% | 259.45%-254.8pp | 138.47%-133.9pp | 41.46%-36.8pp |
| Employer contribution / active EE | $1,423 | $3,287-56.7% | $2,403-40.8% | $4,869-70.8% |
| Participant deferral / active EE | $1,865 | $4,088-54.4% | $3,160-41.0% | $5,287-64.7% |
| Admin fee / account holder | $3,106 | $6,752-54.0% | $4,622-32.8% | $10,133-69.3% |