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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 | $11,451 | $55,437-79.3% | $155,534-92.6% | $74,459-84.6% |
| Participation rate | 41.6% | 61.9%-20.3pp | 78.2%-36.6pp | 67.2%-25.6pp |
| Annual return | 11.50% | 269.58%-258.1pp | 64.92%-53.4pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $479 | $2,266-78.9% | $4,675-89.8% | $2,626-81.8% |
| Participant deferral / active EE | $839 | $2,837-70.4% | $5,630-85.1% | $4,350-80.7% |
| Admin fee / account holder | $770 | $1,742-55.8% | $15,900-95.2% | $1,945-60.4% |