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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 | $9,081 | $73,839-87.7% | $143,788-93.7% | $68,495-86.7% |
| Participation rate | 48.8% | 66.7%-17.9pp | 80.3%-31.5pp | 67.9%-19.1pp |
| Annual return | 3315.59% | 1.01%+3314.6pp | -0.03%+3315.6pp | -7.84%+3323.4pp |
| Employer contribution / active EE | $937 | $3,184-70.6% | $4,952-81.1% | $2,596-63.9% |
| Participant deferral / active EE | $1,955 | $3,384-42.2% | $5,638-65.3% | $4,028-51.5% |
| Admin fee / account holder | $6,760 | $5,755+17.5% | $14,675-53.9% | $5,403+25.1% |