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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 | $3,793 | $110,551-96.6% | $80,741-95.3% | $167,518-97.7% |
| Participation rate | 41.2% | 64.0%-22.8pp | 54.2%-13.0pp | 82.1%-40.9pp |
| Annual return | 13.25% | 120.57%-107.3pp | 87.30%-74.1pp | 478.71%-465.5pp |
| Employer contribution / active EE | $185 | $1,543-88.0% | $1,160-84.1% | $4,838-96.2% |
| Participant deferral / active EE | $308 | $2,870-89.3% | $2,145-85.6% | $6,342-95.1% |
| Admin fee / account holder | $451 | $4,547-90.1% | $3,380-86.6% | $12,312-96.3% |