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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 | $20,844 | $62,409-66.6% | $120,524-82.7% | $74,429-72.0% |
| Participation rate | 25.2% | 56.8%-31.5pp | 71.9%-46.7pp | 67.2%-42.0pp |
| Annual return | 14.86% | 18.62%-3.8pp | 107.36%-92.5pp | 1368.38%-1353.5pp |
| Employer contribution / active EE | $487 | $1,847-73.6% | $3,469-86.0% | $2,625-81.4% |
| Participant deferral / active EE | $1,236 | $2,888-57.2% | $4,994-75.3% | $4,348-71.6% |
| Admin fee / account holder | $515 | $2,394-78.5% | $9,440-94.5% | $1,944-73.5% |