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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 | $3,838 | $108,285-96.5% | $77,552-95.1% | $158,982-97.6% |
| Participation rate | 55.6% | 64.4%-8.9pp | 54.2%+1.4pp | 82.0%-26.4pp |
| Annual return | 0.00% | 31.69%-31.7pp | 54.82%-54.8pp | 302.99%-303.0pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,159 | $2,455-12.1% | $1,861+16.0% | $5,983-63.9% |
| Admin fee / account holder | $678 | $3,709-81.7% | $2,859-76.3% | $11,252-94.0% |