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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 | $5,541 | $110,551-95.0% | $80,741-93.1% | $167,536-96.7% |
| Participation rate | 37.5% | 64.0%-26.5pp | 54.2%-16.7pp | 82.1%-44.6pp |
| Annual return | 20.13% | 120.57%-100.4pp | 87.30%-67.2pp | 478.82%-458.7pp |
| Employer contribution / active EE | $466 | $1,543-69.8% | $1,160-59.9% | $4,839-90.4% |
| Participant deferral / active EE | $738 | $2,870-74.3% | $2,145-65.6% | $6,342-88.4% |
| Admin fee / account holder | $1,342 | $4,547-70.5% | $3,380-60.3% | $12,315-89.1% |