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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 | $11,482 | $65,440-82.5% | $98,506-88.3% | $85,851-86.6% |
| Participation rate | 47.4% | 65.0%-17.6pp | 73.3%-25.9pp | 69.3%-21.9pp |
| Annual return | 13.97% | 21.75%-7.8pp | 1494.92%-1481.0pp | 318.63%-304.7pp |
| Employer contribution / active EE | $220 | $2,169-89.9% | $2,961-92.6% | $2,565-91.4% |
| Participant deferral / active EE | $1,982 | $3,168-37.4% | $4,277-53.7% | $3,952-49.9% |
| Admin fee / account holder | $679 | $4,596-85.2% | $5,955-88.6% | $6,261-89.2% |