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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 | $18,036 | $66,444-72.9% | $120,225-85.0% | $79,634-77.4% |
| Participation rate | 34.8% | 42.8%-8.0pp | 69.6%-34.8pp | 62.5%-27.7pp |
| Annual return | 19.36% | 53.37%-34.0pp | 439.23%-419.9pp | 36.46%-17.1pp |
| Employer contribution / active EE | $580 | $1,860-68.8% | $3,475-83.3% | $2,529-77.1% |
| Participant deferral / active EE | $1,127 | $2,798-59.7% | $3,999-71.8% | $3,835-70.6% |
| Admin fee / account holder | $1,939 | $1,295+49.7% | $5,696-66.0% | $1,002+93.6% |