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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 | $4,700 | $56,431-91.7% | $130,788-96.4% | $87,485-94.6% |
| Participation rate | 66.7% | 58.9%+7.7pp | 70.1%-3.4pp | 68.9%-2.3pp |
| Annual return | 14.82% | 91.27%-76.5pp | 386.44%-371.6pp | 26.06%-11.2pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,267 | $2,749-53.9% | $4,137-69.4% | $4,274-70.3% |
| Admin fee / account holder | $781 | $4,433-82.4% | $6,673-88.3% | $7,775-90.0% |