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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 | $10,646 | $55,470-80.8% | $155,556-93.2% | $74,478-85.7% |
| Participation rate | 27.7% | 61.9%-34.2pp | 78.2%-50.5pp | 67.2%-39.5pp |
| Annual return | 15.09% | 269.80%-254.7pp | 64.84%-49.7pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $556 | $2,267-75.5% | $4,675-88.1% | $2,626-78.8% |
| Participant deferral / active EE | $1,116 | $2,838-60.7% | $5,631-80.2% | $4,350-74.3% |
| Admin fee / account holder | $790 | $1,744-54.7% | $15,885-95.0% | $1,946-59.4% |