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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 | $7,152 | $47,479-84.9% | $62,929-88.6% | $82,448-91.3% |
| Participation rate | 69.8% | 66.9%+2.9pp | 73.1%-3.3pp | 68.1%+1.7pp |
| Annual return | 27.60% | 20.34%+7.3pp | 1063.93%-1036.3pp | 41.64%-14.0pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,153 | $2,870-25.0% | $3,888-44.6% | $4,139-48.0% |
| Admin fee / account holder | $398 | $3,804-89.5% | $5,065-92.1% | $7,234-94.5% |