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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 | $9,031 | $109,863-91.8% | $98,477-90.8% | $167,518-94.6% |
| Participation rate | 45.5% | 75.8%-30.4pp | 73.3%-27.9pp | 82.1%-36.7pp |
| Annual return | 12.24% | 1958.09%-1945.9pp | 1493.59%-1481.4pp | 478.71%-466.5pp |
| Employer contribution / active EE | $409 | $3,225-87.3% | $2,961-86.2% | $4,838-91.6% |
| Participant deferral / active EE | $1,334 | $4,673-71.4% | $4,276-68.8% | $6,342-79.0% |
| Admin fee / account holder | $526 | $6,755-92.2% | $5,951-91.2% | $12,312-95.7% |