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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 | $2,861 | $96,419-97.0% | $80,648-96.5% | $139,487-97.9% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 19.60% | 1352.86%-1333.3pp | 937.21%-917.6pp | 373.84%-354.2pp |
| Employer contribution / active EE | $569 | $3,261-82.6% | $2,724-79.1% | $4,755-88.0% |
| Participant deferral / active EE | $1,049 | $5,225-79.9% | $4,443-76.4% | $6,713-84.4% |
| Admin fee / account holder | $932 | $6,605-85.9% | $5,382-82.7% | $11,407-91.8% |