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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 | $11,699 | $58,927-80.1% | $76,823-84.8% | $72,983-84.0% |
| Participation rate | 44.2% | 67.3%-23.1pp | 72.1%-27.9pp | 69.5%-25.3pp |
| Annual return | 22.94% | 2305.64%-2282.7pp | 1166.42%-1143.5pp | 81.01%-58.1pp |
| Employer contribution / active EE | $824 | $1,787-53.9% | $2,302-64.2% | $2,440-66.2% |
| Participant deferral / active EE | $1,507 | $2,690-44.0% | $3,336-54.8% | $3,608-58.2% |
| Admin fee / account holder | $771 | $4,013-80.8% | $6,422-88.0% | $5,124-85.0% |