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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 | $8,637 | $65,555-86.8% | $86,216-90.0% | $75,173-88.5% |
| Participation rate | 63.5% | 60.5%+3.0pp | 69.0%-5.5pp | 67.2%-3.7pp |
| Annual return | 24.04% | 46.07%-22.0pp | 1169.42%-1145.4pp | 160.72%-136.7pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,957 | $3,023-2.2% | $3,986-25.8% | $4,126-28.3% |
| Admin fee / account holder | $3,242 | $5,469-40.7% | $6,853-52.7% | $5,651-42.6% |