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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 | $7,639 | $112,112-93.2% | $95,956-92.0% | $158,950-95.2% |
| Participation rate | 69.2% | 79.0%-9.8pp | 77.1%-7.8pp | 82.0%-12.7pp |
| Annual return | 13.24% | 171.15%-157.9pp | 91.63%-78.4pp | 302.91%-289.7pp |
| Employer contribution / active EE | $1,122 | $3,199-64.9% | $2,541-55.8% | $4,762-76.4% |
| Participant deferral / active EE | $2,237 | $4,784-53.2% | $4,167-46.3% | $5,983-62.6% |
| Admin fee / account holder | $1,220 | $10,134-88.0% | $6,797-82.0% | $11,248-89.2% |