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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 | $11,188 | $49,199-77.3% | $121,204-90.8% | $75,173-85.1% |
| Participation rate | 40.0% | 55.4%-15.4pp | 69.5%-29.5pp | 67.2%-27.2pp |
| Annual return | 17.97% | 56.04%-38.1pp | 987.18%-969.2pp | 160.72%-142.7pp |
| Employer contribution / active EE | $799 | $1,547-48.4% | $4,170-80.8% | $2,671-70.1% |
| Participant deferral / active EE | $1,410 | $2,630-46.4% | $4,083-65.5% | $4,126-65.8% |
| Admin fee / account holder | $442 | $3,946-88.8% | $5,651-92.2% | $5,651-92.2% |