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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 | $10,034 | $60,139-83.3% | $90,461-88.9% | $79,856-87.4% |
| Participation rate | 32.0% | 65.0%-33.0pp | 72.7%-40.7pp | 69.6%-37.6pp |
| Annual return | 15.44% | 71.96%-56.5pp | 1294.76%-1279.3pp | 31.71%-16.3pp |
| Employer contribution / active EE | $952 | $2,069-54.0% | $3,264-70.8% | $2,471-61.5% |
| Participant deferral / active EE | $1,101 | $2,939-62.5% | $3,964-72.2% | $3,741-70.6% |
| Admin fee / account holder | $936 | $3,978-76.5% | $5,617-83.3% | $5,306-82.4% |