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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 | $2,902 | $109,411-97.3% | $89,435-96.8% | $158,982-98.2% |
| Participation rate | 30.0% | 74.3%-44.3pp | 68.0%-38.0pp | 82.0%-52.0pp |
| Annual return | 18.21% | 345.68%-327.5pp | 245.55%-227.3pp | 302.99%-284.8pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,252 | $4,600-72.8% | $3,890-67.8% | $5,983-79.1% |
| Admin fee / account holder | $658 | $6,159-89.3% | $4,884-86.5% | $11,252-94.1% |