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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 | $16,270 | $54,541-70.2% | $78,778-79.3% | $70,126-76.8% |
| Participation rate | 47.7% | 60.8%-13.1pp | 69.2%-21.5pp | 69.5%-21.9pp |
| Annual return | 1602.39% | 21.07%+1581.3pp | 35.62%+1566.8pp | 73.15%+1529.2pp |
| Employer contribution / active EE | $509 | $1,089-53.2% | $1,986-74.4% | $2,343-78.3% |
| Participant deferral / active EE | $1,477 | $2,210-33.2% | $2,958-50.1% | $3,332-55.7% |
| Admin fee / account holder | $357 | $3,709-90.4% | $5,134-93.0% | $4,645-92.3% |