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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 | $4,799 | $112,933-95.8% | $90,970-94.7% | $158,982-97.0% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 14.67% | 215.82%-201.1pp | 134.60%-119.9pp | 302.99%-288.3pp |
| Employer contribution / active EE | $1,226 | $2,893-57.6% | $2,122-42.2% | $4,763-74.3% |
| Participant deferral / active EE | $2,286 | $4,128-44.6% | $3,373-32.2% | $5,983-61.8% |
| Admin fee / account holder | $3,079 | $8,047-61.7% | $5,961-48.3% | $11,252-72.6% |