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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 | $2,670 | $85,024-96.9% | $70,544-96.2% | $139,466-98.1% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.4%-1.7pp | 80.3%-13.7pp |
| Annual return | 29.08% | 30.39%-1.3pp | 32.79%-3.7pp | 373.66%-344.6pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,224 | $5,891-79.2% | $4,568-73.2% | $6,712-81.8% |
| Admin fee / account holder | $393 | $8,928-95.6% | $6,427-93.9% | $11,409-96.6% |