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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 | $17,198 | $59,467-71.1% | $93,727-81.7% | $74,478-76.9% |
| Participation rate | 30.6% | 59.6%-29.0pp | 68.7%-38.1pp | 67.2%-36.6pp |
| Annual return | 10.82% | 82.14%-71.3pp | 133.83%-123.0pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $442 | $1,267-65.1% | $2,421-81.8% | $2,626-83.2% |
| Participant deferral / active EE | $1,741 | $3,052-42.9% | $4,417-60.6% | $4,350-60.0% |
| Admin fee / account holder | $1,694 | $3,028-44.1% | $8,292-79.6% | $1,946-13.0% |