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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 | $5,245 | $102,635-94.9% | $86,209-93.9% | $139,456-96.2% |
| Participation rate | 47.1% | 74.5%-27.4pp | 69.0%-21.9pp | 80.3%-33.3pp |
| Annual return | 22.22% | 1923.53%-1901.3pp | 1169.05%-1146.8pp | 373.45%-351.2pp |
| Employer contribution / active EE | $1,299 | $3,034-57.2% | $2,381-45.4% | $4,753-72.7% |
| Participant deferral / active EE | $1,299 | $4,677-72.2% | $3,986-67.4% | $6,711-80.6% |
| Admin fee / account holder | $718 | $8,661-91.7% | $6,853-89.5% | $11,407-93.7% |