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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 | $7,159 | $102,663-93.0% | $86,216-91.7% | $139,466-94.9% |
| Participation rate | 55.0% | 74.5%-19.5pp | 69.0%-14.0pp | 80.3%-25.3pp |
| Annual return | 17.00% | 1924.52%-1907.5pp | 1169.42%-1152.4pp | 373.66%-356.7pp |
| Employer contribution / active EE | $1,522 | $3,035-49.8% | $2,382-36.1% | $4,754-68.0% |
| Participant deferral / active EE | $4,106 | $4,677-12.2% | $3,986+3.0% | $6,712-38.8% |
| Admin fee / account holder | $1,716 | $8,663-80.2% | $6,853-75.0% | $11,409-85.0% |