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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 | $4,442 | $56,134-92.1% | $96,171-95.4% | $85,847-94.8% |
| Participation rate | 18.6% | 56.7%-38.1pp | 68.4%-49.8pp | 69.3%-50.7pp |
| Annual return | 21.59% | 42.30%-20.7pp | 192.04%-170.5pp | 318.61%-297.0pp |
| Employer contribution / active EE | $323 | $1,620-80.1% | $2,799-88.5% | $2,565-87.4% |
| Participant deferral / active EE | $960 | $2,858-66.4% | $4,350-77.9% | $3,952-75.7% |
| Admin fee / account holder | $613 | $3,769-83.7% | $5,538-88.9% | $6,261-90.2% |