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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 | $8,613 | $57,305-85.0% | $86,640-90.1% | $75,173-88.5% |
| Participation rate | 54.8% | 63.2%-8.4pp | 71.7%-16.9pp | 67.2%-12.4pp |
| Annual return | 17.87% | 2674.24%-2656.4pp | 592.52%-574.6pp | 160.72%-142.8pp |
| Employer contribution / active EE | $1,669 | $2,316-27.9% | $3,024-44.8% | $2,671-37.5% |
| Participant deferral / active EE | $2,022 | $3,320-39.1% | $4,438-54.4% | $4,126-51.0% |
| Admin fee / account holder | $465 | $4,116-88.7% | $5,616-91.7% | $5,651-91.8% |