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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 | $10,307 | $45,152-77.2% | $73,836-86.0% | $59,633-82.7% |
| Participation rate | 36.5% | 64.0%-27.5pp | 73.4%-36.9pp | 68.7%-32.1pp |
| Annual return | -1.24% | 27.40%-28.6pp | 2268.06%-2269.3pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $850 | $1,901-55.3% | $2,787-69.5% | $2,203-61.4% |
| Participant deferral / active EE | $1,664 | $2,573-35.3% | $3,583-53.6% | $3,192-47.9% |
| Admin fee / account holder | $4,621 | $3,515+31.5% | $4,882-5.3% | $4,297+7.5% |