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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 | $9,312 | $57,312-83.8% | $86,617-89.2% | $75,181-87.6% |
| Participation rate | 37.5% | 63.2%-25.7pp | 71.7%-34.2pp | 67.2%-29.7pp |
| Annual return | 15.67% | 2672.78%-2657.1pp | 591.91%-576.2pp | 160.69%-145.0pp |
| Employer contribution / active EE | $539 | $2,315-76.7% | $3,023-82.2% | $2,671-79.8% |
| Participant deferral / active EE | $887 | $3,319-73.3% | $4,437-80.0% | $4,126-78.5% |
| Admin fee / account holder | $2,049 | $4,114-50.2% | $5,613-63.5% | $5,650-63.7% |