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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 | $8,811 | $51,736-83.0% | $120,225-92.7% | $67,986-87.0% |
| Participation rate | 19.1% | 46.1%-26.9pp | 69.6%-50.4pp | 57.2%-38.1pp |
| Annual return | 18.33% | 31.98%-13.6pp | 439.23%-420.9pp | 31.67%-13.3pp |
| Employer contribution / active EE | $379 | $1,071-64.6% | $3,475-89.1% | $2,019-81.2% |
| Participant deferral / active EE | $667 | $2,206-69.8% | $3,999-83.3% | $3,358-80.1% |
| Admin fee / account holder | $685 | $4,159-83.5% | $5,696-88.0% | $3,203-78.6% |