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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 | $2,612 | $103,038-97.5% | $90,324-97.1% | $152,909-98.3% |
| Participation rate | 35.0% | 75.9%-40.9pp | 73.3%-38.3pp | 82.5%-47.5pp |
| Annual return | 34.02% | 95.25%-61.2pp | 78.15%-44.1pp | 345.46%-311.4pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $785 | $4,282-81.7% | $3,885-79.8% | $5,851-86.6% |
| Admin fee / account holder | $428 | $6,177-93.1% | $5,356-92.0% | $11,601-96.3% |