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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 | $12,492 | $55,437-77.5% | $155,534-92.0% | $74,459-83.2% |
| Participation rate | 47.4% | 61.9%-14.5pp | 78.2%-30.8pp | 67.2%-19.9pp |
| Annual return | 12.29% | 269.58%-257.3pp | 64.92%-52.6pp | 1369.70%-1357.4pp |
| Employer contribution / active EE | $615 | $2,266-72.9% | $4,675-86.8% | $2,626-76.6% |
| Participant deferral / active EE | $1,102 | $2,837-61.2% | $5,630-80.4% | $4,350-74.7% |
| Admin fee / account holder | $696 | $1,742-60.1% | $15,900-95.6% | $1,945-64.2% |