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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 | $5,683 | $57,305-90.1% | $86,640-93.4% | $75,173-92.4% |
| Participation rate | 45.5% | 63.2%-17.8pp | 71.7%-26.3pp | 67.2%-21.7pp |
| Annual return | 35.62% | 2674.24%-2638.6pp | 592.52%-556.9pp | 160.72%-125.1pp |
| Employer contribution / active EE | $503 | $2,316-78.3% | $3,024-83.4% | $2,671-81.2% |
| Participant deferral / active EE | $865 | $3,320-73.9% | $4,438-80.5% | $4,126-79.0% |
| Admin fee / account holder | $419 | $4,116-89.8% | $5,616-92.5% | $5,651-92.6% |