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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 | $12,220 | $55,470-78.0% | $155,556-92.1% | $74,478-83.6% |
| Participation rate | 19.8% | 61.9%-42.1pp | 78.2%-58.4pp | 67.2%-47.4pp |
| Annual return | 11.80% | 269.80%-258.0pp | 64.84%-53.0pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $441 | $2,267-80.5% | $4,675-90.6% | $2,626-83.2% |
| Participant deferral / active EE | $818 | $2,838-71.2% | $5,631-85.5% | $4,350-81.2% |
| Admin fee / account holder | $1,238 | $1,744-29.0% | $15,885-92.2% | $1,946-36.4% |