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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 | $12,837 | $115,814-88.9% | $101,275-87.3% | $158,982-91.9% |
| Participation rate | 52.2% | 79.4%-27.2pp | 75.8%-23.6pp | 82.0%-29.8pp |
| Annual return | 32.35% | 56.16%-23.8pp | 46.48%-14.1pp | 302.99%-270.6pp |
| Employer contribution / active EE | $1,236 | $4,176-70.4% | $3,660-66.2% | $4,763-74.1% |
| Participant deferral / active EE | $1,903 | $4,958-61.6% | $4,371-56.5% | $5,983-68.2% |
| Admin fee / account holder | $556 | $7,249-92.3% | $5,948-90.7% | $11,252-95.1% |