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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 | $1,468 | $96,678-98.5% | $86,640-98.3% | $139,466-98.9% |
| Participation rate | 69.2% | 74.4%-5.2pp | 71.7%-2.5pp | 80.3%-11.1pp |
| Annual return | 29.04% | 106.69%-77.6pp | 592.52%-563.5pp | 373.66%-344.6pp |
| Employer contribution / active EE | $411 | $3,265-87.4% | $3,024-86.4% | $4,754-91.4% |
| Participant deferral / active EE | $960 | $4,837-80.1% | $4,438-78.4% | $6,712-85.7% |
| Admin fee / account holder | $727 | $6,410-88.7% | $5,616-87.1% | $11,409-93.6% |