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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 | $24,939 | $59,467-58.1% | $93,727-73.4% | $74,478-66.5% |
| Participation rate | 33.9% | 59.6%-25.7pp | 68.7%-34.8pp | 67.2%-33.3pp |
| Annual return | 13.67% | 82.14%-68.5pp | 133.83%-120.2pp | 1370.56%-1356.9pp |
| Employer contribution / active EE | $794 | $1,267-37.3% | $2,421-67.2% | $2,626-69.8% |
| Participant deferral / active EE | $1,947 | $3,052-36.2% | $4,417-55.9% | $4,350-55.2% |
| Admin fee / account holder | $1,070 | $3,028-64.7% | $8,292-87.1% | $1,946-45.0% |