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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 | $6,024 | $55,470-89.1% | $155,556-96.1% | $74,478-91.9% |
| Participation rate | 57.4% | 61.9%-4.5pp | 78.2%-20.8pp | 67.2%-9.8pp |
| Annual return | 14.14% | 269.80%-255.7pp | 64.84%-50.7pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $502 | $2,267-77.8% | $4,675-89.3% | $2,626-80.9% |
| Participant deferral / active EE | $994 | $2,838-65.0% | $5,631-82.4% | $4,350-77.2% |
| Admin fee / account holder | $729 | $1,744-58.2% | $15,885-95.4% | $1,946-62.5% |