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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 | $1,315 | $49,976-97.4% | $66,674-98.0% | $82,637-98.4% |
| Participation rate | 65.9% | 63.1%+2.8pp | 73.7%-7.8pp | 68.1%-2.1pp |
| Annual return | 27.34% | 39.09%-11.7pp | 321.24%-293.9pp | 53.51%-26.2pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $632 | $2,847-77.8% | $4,084-84.5% | $4,126-84.7% |
| Admin fee / account holder | $436 | $4,594-90.5% | $5,098-91.4% | $7,339-94.1% |