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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 | $3,931 | $47,479-91.7% | $62,929-93.8% | $82,448-95.2% |
| Participation rate | 64.3% | 66.9%-2.6pp | 73.1%-8.8pp | 68.1%-3.8pp |
| Annual return | 19.22% | 20.34%-1.1pp | 1063.93%-1044.7pp | 41.64%-22.4pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $973 | $2,870-66.1% | $3,888-75.0% | $4,139-76.5% |
| Admin fee / account holder | $594 | $3,804-84.4% | $5,065-88.3% | $7,234-91.8% |