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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 | $9,719 | $85,766-88.7% | $136,298-92.9% | $70,126-86.1% |
| Participation rate | 60.6% | 74.2%-13.5pp | 81.9%-21.3pp | 69.5%-8.9pp |
| Annual return | 31.04% | 31.46%-0.4pp | 5156.27%-5125.2pp | 73.15%-42.1pp |
| Employer contribution / active EE | $1,480 | $2,966-50.1% | $4,696-68.5% | $2,343-36.8% |
| Participant deferral / active EE | $2,721 | $5,051-46.1% | $6,247-56.4% | $3,332-18.3% |
| Admin fee / account holder | $591 | $5,421-89.1% | $9,244-93.6% | $4,645-87.3% |