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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 | $8,534 | $70,666-87.9% | $169,385-95.0% | $75,181-88.6% |
| Participation rate | 69.0% | 64.8%+4.2pp | 77.2%-8.1pp | 67.2%+1.8pp |
| Annual return | 23.57% | 36.37%-12.8pp | 405.82%-382.2pp | 160.69%-137.1pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $4,012-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,405 | $4,308-67.4% | $6,221-77.4% | $4,126-65.9% |
| Admin fee / account holder | $325 | $5,402-94.0% | $9,011-96.4% | $5,650-94.2% |