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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 | $55,472-82.8% | $155,567-93.9% | $74,546-87.2% |
| Participation rate | 17.7% | 61.9%-44.2pp | 78.2%-60.5pp | 67.2%-49.5pp |
| Annual return | 12.68% | 268.72%-256.0pp | 64.74%-52.1pp | 1366.03%-1353.4pp |
| Employer contribution / active EE | $353 | $2,269-84.4% | $4,674-92.4% | $2,624-86.5% |
| Participant deferral / active EE | $1,172 | $2,838-58.7% | $5,628-79.2% | $4,347-73.0% |
| Admin fee / account holder | $4,344 | $1,743+149.3% | $15,916-72.7% | $1,944+123.5% |