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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 | $8,948 | $49,199-81.8% | $121,210-92.6% | $75,177-88.1% |
| Participation rate | 40.0% | 55.4%-15.4pp | 69.5%-29.5pp | 67.2%-27.2pp |
| Annual return | 133.35% | 56.04%+77.3pp | 987.41%-854.1pp | 160.75%-27.4pp |
| Employer contribution / active EE | $904 | $1,547-41.6% | $4,171-78.3% | $2,671-66.2% |
| Participant deferral / active EE | $1,171 | $2,630-55.5% | $4,084-71.3% | $4,126-71.6% |
| Admin fee / account holder | $990 | $3,946-74.9% | $5,647-82.5% | $5,651-82.5% |