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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 | $11,544 | $60,504-80.9% | $81,882-85.9% | $74,478-84.5% |
| Participation rate | 36.4% | 62.9%-26.6pp | 72.4%-36.0pp | 67.2%-30.9pp |
| Annual return | 15.64% | 16.91%-1.3pp | 779.47%-763.8pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $622 | $2,627-76.3% | $2,916-78.7% | $2,626-76.3% |
| Participant deferral / active EE | $1,619 | $3,400-52.4% | $4,323-62.6% | $4,350-62.8% |
| Admin fee / account holder | $946 | $1,492-36.6% | $7,360-87.1% | $1,946-51.4% |