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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 | $1,942 | $51,638-96.2% | $68,368-97.2% | $82,448-97.6% |
| Participation rate | 67.3% | 63.6%+3.7pp | 73.8%-6.4pp | 68.1%-0.8pp |
| Annual return | 20.28% | 37.53%-17.2pp | 292.57%-272.3pp | 41.64%-21.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $596 | $2,914-79.6% | $4,123-85.5% | $4,139-85.6% |
| Admin fee / account holder | $331 | $4,643-92.9% | $5,150-93.6% | $7,234-95.4% |