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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 | $8,280 | $43,075-80.8% | $74,577-88.9% | $62,881-86.8% |
| Participation rate | 30.0% | 58.1%-28.1pp | 68.1%-38.1pp | 69.3%-39.3pp |
| Annual return | 582.34% | 17.50%+564.8pp | 20.47%+561.9pp | 20.14%+562.2pp |
| Employer contribution / active EE | $1,487 | $1,498-0.7% | $2,525-41.1% | $2,281-34.8% |
| Participant deferral / active EE | $1,033 | $2,389-56.8% | $3,458-70.1% | $3,203-67.8% |
| Admin fee / account holder | $1,170 | $2,840-58.8% | $4,138-71.7% | $4,296-72.8% |