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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 | $9,069 | $85,171-89.4% | $172,752-94.8% | $72,975-87.6% |
| Participation rate | 32.6% | 70.1%-37.5pp | 82.6%-50.0pp | 69.5%-36.9pp |
| Annual return | 21.89% | 27.32%-5.4pp | 802.97%-781.1pp | 81.01%-59.1pp |
| Employer contribution / active EE | $1,222 | $3,324-63.2% | $5,144-76.3% | $2,440-49.9% |
| Participant deferral / active EE | $2,094 | $3,260-35.8% | $5,198-59.7% | $3,608-42.0% |
| Admin fee / account holder | $2,508 | $5,880-57.3% | $13,955-82.0% | $5,124-51.1% |