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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 | $1,451 | $36,948-96.1% | $73,658-98.0% | $87,485-98.3% |
| Participation rate | 36.1% | 46.8%-10.7pp | 57.0%-20.9pp | 68.9%-32.8pp |
| Annual return | 41.13% | 28.64%+12.5pp | 29.72%+11.4pp | 26.06%+15.1pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $525 | $1,379-61.9% | $2,062-74.5% | $4,274-87.7% |
| Admin fee / account holder | $347 | $2,531-86.3% | $3,357-89.7% | $7,775-95.5% |