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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 | $877 | $29,736-97.0% | $56,033-98.4% | $80,935-98.9% |
| Participation rate | 34.8% | 41.7%-6.9pp | 52.5%-17.6pp | 67.7%-32.8pp |
| Annual return | 10.69% | 35.28%-24.6pp | 1711.38%-1700.7pp | 35.66%-25.0pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $338 | $1,228-72.5% | $1,954-82.7% | $4,299-92.1% |
| Admin fee / account holder | $346 | $2,434-85.8% | $2,827-87.8% | $6,924-95.0% |