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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 | $7,317 | $118,875-93.8% | $96,572-92.4% | $167,553-95.6% |
| Participation rate | 37.5% | 75.5%-38.0pp | 69.8%-32.3pp | 82.1%-44.6pp |
| Annual return | 18.76% | 50.50%-31.7pp | 37.79%-19.0pp | 478.89%-460.1pp |
| Employer contribution / active EE | $1,185 | $3,121-62.0% | $2,357-49.8% | $4,840-75.5% |
| Participant deferral / active EE | $1,203 | $4,617-74.0% | $3,850-68.8% | $6,343-81.0% |
| Admin fee / account holder | $1,035 | $8,070-87.2% | $6,183-83.3% | $12,316-91.6% |