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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 | $5,446 | $58,275-90.7% | $81,844-93.3% | $80,935-93.3% |
| Participation rate | 60.0% | 63.5%-3.5pp | 72.4%-12.4pp | 67.7%-7.7pp |
| Annual return | 11.20% | 41.82%-30.6pp | 778.87%-767.7pp | 35.66%-24.5pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $911 | $3,285-72.3% | $4,323-78.9% | $4,299-78.8% |
| Admin fee / account holder | $488 | $4,749-89.7% | $7,355-93.4% | $6,924-93.0% |