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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 | $1,127 | $28,624-96.1% | $53,647-97.9% | $82,637-98.6% |
| Participation rate | 47.2% | 47.3%-0.1pp | 56.3%-9.1pp | 68.1%-20.9pp |
| Annual return | 25.29% | 664.98%-639.7pp | 358.33%-333.0pp | 53.51%-28.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $414 | $1,196-65.4% | $1,813-77.2% | $4,126-90.0% |
| Admin fee / account holder | $340 | $2,022-83.2% | $2,460-86.2% | $7,339-95.4% |