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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 | $8,619 | $57,312-85.0% | $86,617-90.0% | $75,181-88.5% |
| Participation rate | 39.2% | 63.2%-24.0pp | 71.7%-32.5pp | 67.2%-28.0pp |
| Annual return | 36.03% | 2672.78%-2636.8pp | 591.91%-555.9pp | 160.69%-124.7pp |
| Employer contribution / active EE | $625 | $2,315-73.0% | $3,023-79.3% | $2,671-76.6% |
| Participant deferral / active EE | $1,450 | $3,319-56.3% | $4,437-67.3% | $4,126-64.8% |
| Admin fee / account holder | $547 | $4,114-86.7% | $5,613-90.3% | $5,650-90.3% |