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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 | $4,950 | $57,305-91.4% | $86,640-94.3% | $75,173-93.4% |
| Participation rate | 61.7% | 63.2%-1.5pp | 71.7%-10.0pp | 67.2%-5.5pp |
| Annual return | 17.47% | 2674.24%-2656.8pp | 592.52%-575.0pp | 160.72%-143.2pp |
| Employer contribution / active EE | $328 | $2,316-85.8% | $3,024-89.1% | $2,671-87.7% |
| Participant deferral / active EE | $1,042 | $3,320-68.6% | $4,438-76.5% | $4,126-74.8% |
| Admin fee / account holder | $330 | $4,116-92.0% | $5,616-94.1% | $5,651-94.2% |