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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 | $9,560 | $55,470-82.8% | $155,556-93.9% | $74,478-87.2% |
| Participation rate | 17.7% | 61.9%-44.2pp | 78.2%-60.5pp | 67.2%-49.5pp |
| Annual return | 12.68% | 269.80%-257.1pp | 64.84%-52.2pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $353 | $2,267-84.4% | $4,675-92.4% | $2,626-86.6% |
| Participant deferral / active EE | $1,172 | $2,838-58.7% | $5,631-79.2% | $4,350-73.1% |
| Admin fee / account holder | $4,344 | $1,744+149.0% | $15,885-72.7% | $1,946+123.2% |