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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 | $11,160 | $65,434-82.9% | $98,483-88.7% | $85,847-87.0% |
| Participation rate | 50.0% | 65.0%-15.0pp | 73.3%-23.3pp | 69.3%-19.3pp |
| Annual return | 12.72% | 21.75%-9.0pp | 1494.38%-1481.7pp | 318.61%-305.9pp |
| Employer contribution / active EE | $1,090 | $2,169-49.7% | $2,961-63.2% | $2,565-57.5% |
| Participant deferral / active EE | $2,088 | $3,168-34.1% | $4,276-51.2% | $3,952-47.2% |
| Admin fee / account holder | $1,758 | $4,595-61.7% | $5,953-70.5% | $6,261-71.9% |