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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 | $8,845 | $106,005-91.7% | $92,239-90.4% | $147,585-94.0% |
| Participation rate | 68.8% | 80.4%-11.7pp | 76.5%-7.7pp | 82.8%-14.1pp |
| Annual return | 31.27% | 50.05%-18.8pp | 176.29%-145.0pp | 578.58%-547.3pp |
| Employer contribution / active EE | $1,092 | $4,333-74.8% | $3,680-70.3% | $4,876-77.6% |
| Participant deferral / active EE | $1,783 | $4,478-60.2% | $3,897-54.3% | $5,439-67.2% |
| Admin fee / account holder | $342 | $6,333-94.6% | $5,194-93.4% | $10,886-96.9% |