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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 | $3,802 | $56,640-93.3% | $78,002-95.1% | $55,167-93.1% |
| Participation rate | 57.8% | 73.3%-15.5pp | 75.5%-17.7pp | 69.0%-11.2pp |
| Annual return | 42.80% | 2868.48%-2825.7pp | 425.99%-383.2pp | 169.23%-126.4pp |
| Employer contribution / active EE | $0 | $1,724-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,639 | $2,778-41.0% | $3,497-53.1% | $3,054-46.3% |
| Admin fee / account holder | $379 | $467-18.7% | $5,481-93.1% | $504-24.8% |