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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 | $11,662 | $60,139-80.6% | $90,461-87.1% | $79,856-85.4% |
| Participation rate | 31.1% | 65.0%-33.9pp | 72.7%-41.6pp | 69.6%-38.5pp |
| Annual return | 18.47% | 71.96%-53.5pp | 1294.76%-1276.3pp | 31.71%-13.2pp |
| Employer contribution / active EE | $282 | $2,069-86.4% | $3,264-91.4% | $2,471-88.6% |
| Participant deferral / active EE | $1,195 | $2,939-59.3% | $3,964-69.9% | $3,741-68.1% |
| Admin fee / account holder | $532 | $3,978-86.6% | $5,617-90.5% | $5,306-90.0% |