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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 | $10,717 | $55,437-80.7% | $155,534-93.1% | $74,459-85.6% |
| Participation rate | 33.1% | 61.9%-28.8pp | 78.2%-45.1pp | 67.2%-34.1pp |
| Annual return | 37.76% | 269.58%-231.8pp | 64.92%-27.2pp | 1369.70%-1331.9pp |
| Employer contribution / active EE | $411 | $2,266-81.9% | $4,675-91.2% | $2,626-84.4% |
| Participant deferral / active EE | $1,328 | $2,837-53.2% | $5,630-76.4% | $4,350-69.5% |
| Admin fee / account holder | $966 | $1,742-44.6% | $15,900-93.9% | $1,945-50.3% |