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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 | $59,456-58.1% | $93,669-73.4% | $74,429-66.5% |
| Participation rate | 33.9% | 59.6%-25.8pp | 68.7%-34.8pp | 67.2%-33.3pp |
| Annual return | 13.67% | 82.00%-68.3pp | 133.59%-119.9pp | 1368.38%-1354.7pp |
| Employer contribution / active EE | $794 | $1,266-37.3% | $2,424-67.2% | $2,625-69.8% |
| Participant deferral / active EE | $1,947 | $3,052-36.2% | $4,416-55.9% | $4,348-55.2% |
| Admin fee / account holder | $1,070 | $3,026-64.6% | $8,291-87.1% | $1,944-44.9% |