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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 | $27,511 | $101,798-73.0% | $165,071-83.3% | $80,935-66.0% |
| Participation rate | 0.0% | 71.8%-71.8pp | 78.6%-78.6pp | 67.7%-67.7pp |
| Annual return | 18.26% | 16.73%+1.5pp | 70.17%-51.9pp | 35.66%-17.4pp |
| Employer contribution / active EE | $1,171 | $2,954-60.4% | $4,347-73.1% | $2,757-57.5% |
| Participant deferral / active EE | $2,074 | $4,476-53.7% | $6,035-65.6% | $4,299-51.8% |
| Admin fee / account holder | $355 | $8,221-95.7% | $12,695-97.2% | $6,924-94.9% |