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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 | $14,441 | $52,450-72.5% | $129,384-88.8% | $74,459-80.6% |
| Participation rate | 45.7% | 53.8%-8.1pp | 69.6%-23.9pp | 67.2%-21.5pp |
| Annual return | 15.21% | 15.65%-0.4pp | 9461.77%-9446.6pp | 1369.70%-1354.5pp |
| Employer contribution / active EE | $589 | $1,532-61.6% | $4,153-85.8% | $2,626-77.6% |
| Participant deferral / active EE | $1,525 | $2,797-45.5% | $4,166-63.4% | $4,350-64.9% |
| Admin fee / account holder | $652 | $2,636-75.3% | $7,686-91.5% | $1,945-66.5% |