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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 | $3,192 | $114,093-97.2% | $96,171-96.7% | $167,536-98.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 68.4%-18.4pp | 82.1%-32.1pp |
| Annual return | 18.22% | 190.00%-171.8pp | 192.04%-173.8pp | 478.82%-460.6pp |
| Employer contribution / active EE | $540 | $3,429-84.2% | $2,799-80.7% | $4,839-88.8% |
| Participant deferral / active EE | $1,266 | $5,197-75.6% | $4,350-70.9% | $6,342-80.0% |
| Admin fee / account holder | $915 | $6,899-86.7% | $5,538-83.5% | $12,315-92.6% |