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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 | $19,153 | $150,207-87.2% | $120,380-84.1% | $145,978-86.9% |
| Participation rate | 29.4% | 78.8%-49.4pp | 71.9%-42.5pp | 80.3%-50.9pp |
| Annual return | 17.24% | 154.28%-137.0pp | 107.28%-90.0pp | 550.52%-533.3pp |
| Employer contribution / active EE | $1,148 | $4,351-73.6% | $3,465-66.9% | $4,662-75.4% |
| Participant deferral / active EE | $2,106 | $6,175-65.9% | $4,992-57.8% | $6,690-68.5% |
| Admin fee / account holder | $303 | $12,203-97.5% | $9,421-96.8% | $13,400-97.7% |