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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 | $10,519 | $104,937-90.0% | $84,628-87.6% | $152,897-93.1% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.5%-32.5pp |
| Annual return | 31.83% | 373.88%-342.1pp | 258.80%-227.0pp | 345.43%-313.6pp |
| Employer contribution / active EE | $1,096 | $3,303-66.8% | $2,653-58.7% | $4,764-77.0% |
| Participant deferral / active EE | $2,909 | $4,690-38.0% | $3,900-25.4% | $5,851-50.3% |
| Admin fee / account holder | $345 | $6,243-94.5% | $4,914-93.0% | $11,599-97.0% |