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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 | $8,959 | $103,000-91.3% | $90,300-90.1% | $152,885-94.1% |
| Participation rate | 45.5% | 75.9%-30.4pp | 73.3%-27.8pp | 82.5%-37.0pp |
| Annual return | 26.84% | 95.19%-68.4pp | 78.11%-51.3pp | 345.39%-318.5pp |
| Employer contribution / active EE | $886 | $3,138-71.8% | $2,854-69.0% | $4,763-81.4% |
| Participant deferral / active EE | $1,427 | $4,281-66.7% | $3,884-63.3% | $5,851-75.6% |
| Admin fee / account holder | $618 | $6,173-90.0% | $5,353-88.5% | $11,598-94.7% |