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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 | $1,491 | $97,125-98.5% | $86,233-98.3% | $137,256-98.9% |
| Participation rate | 68.8% | 74.2%-5.4pp | 69.0%-0.3pp | 80.0%-11.2pp |
| Annual return | 26.34% | 74.19%-47.8pp | 61.39%-35.0pp | 220.34%-194.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,002 | $5,180-80.6% | $4,559-78.0% | $6,407-84.4% |
| Admin fee / account holder | $482 | $9,725-95.0% | $8,342-94.2% | $12,270-96.1% |