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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 | $2,212 | $44,984-95.1% | $85,009-97.4% | $74,546-97.0% |
| Participation rate | 22.4% | 49.4%-27.0pp | 67.5%-45.1pp | 67.2%-44.8pp |
| Annual return | 16.81% | 26.25%-9.4pp | 66.47%-49.7pp | 1366.03%-1349.2pp |
| Employer contribution / active EE | $428 | $1,458-70.7% | $2,728-84.3% | $2,624-83.7% |
| Participant deferral / active EE | $727 | $2,733-73.4% | $4,522-83.9% | $4,347-83.3% |
| Admin fee / account holder | $624 | $2,208-71.7% | $6,153-89.9% | $1,944-67.9% |