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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 | $4,640 | $57,305-91.9% | $86,640-94.6% | $75,173-93.8% |
| Participation rate | 55.8% | 63.2%-7.4pp | 71.7%-15.9pp | 67.2%-11.4pp |
| Annual return | 14.05% | 2674.24%-2660.2pp | 592.52%-578.5pp | 160.72%-146.7pp |
| Employer contribution / active EE | $839 | $2,316-63.8% | $3,024-72.3% | $2,671-68.6% |
| Participant deferral / active EE | $1,576 | $3,320-52.5% | $4,438-64.5% | $4,126-61.8% |
| Admin fee / account holder | $2,507 | $4,116-39.1% | $5,616-55.4% | $5,651-55.6% |