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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 | $12,557 | $62,409-79.9% | $120,574-89.6% | $74,459-83.1% |
| Participation rate | 38.0% | 56.8%-18.8pp | 71.9%-33.9pp | 67.2%-29.2pp |
| Annual return | 11.56% | 18.62%-7.1pp | 107.42%-95.9pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $530 | $1,847-71.3% | $3,471-84.7% | $2,626-79.8% |
| Participant deferral / active EE | $1,170 | $2,888-59.5% | $4,996-76.6% | $4,350-73.1% |
| Admin fee / account holder | $2,296 | $2,394-4.1% | $9,445-75.7% | $1,945+18.0% |