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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 | $6,649 | $103,000-93.5% | $90,300-92.6% | $152,885-95.7% |
| Participation rate | 41.2% | 75.9%-34.7pp | 73.3%-32.1pp | 82.5%-41.3pp |
| Annual return | 18.85% | 95.19%-76.3pp | 78.11%-59.3pp | 345.39%-326.5pp |
| Employer contribution / active EE | $1,712 | $3,138-45.4% | $2,854-40.0% | $4,763-64.0% |
| Participant deferral / active EE | $1,574 | $4,281-63.2% | $3,884-59.5% | $5,851-73.1% |
| Admin fee / account holder | $909 | $6,173-85.3% | $5,353-83.0% | $11,598-92.2% |