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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 | $9,824 | $59,456-83.5% | $93,681-89.5% | $74,400-86.8% |
| Participation rate | 66.3% | 59.6%+6.7pp | 68.7%-2.4pp | 67.2%-0.9pp |
| Annual return | 14.19% | 82.00%-67.8pp | 133.47%-119.3pp | 1367.51%-1353.3pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,641 | $3,052-13.5% | $4,415-40.2% | $4,348-39.3% |
| Admin fee / account holder | $1,436 | $3,026-52.6% | $8,290-82.7% | $1,944-26.1% |