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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 | $1,514 | $29,733-94.9% | $56,025-97.3% | $80,959-98.1% |
| Participation rate | 65.8% | 41.7%+24.1pp | 52.5%+13.3pp | 67.7%-1.9pp |
| Annual return | 11.63% | 35.28%-23.7pp | 1712.69%-1701.1pp | 35.67%-24.0pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $679 | $1,229-44.8% | $1,955-65.3% | $4,300-84.2% |
| Admin fee / account holder | $301 | $2,434-87.6% | $2,828-89.4% | $6,925-95.7% |