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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 | $8,166 | $109,905-92.6% | $98,506-91.7% | $167,553-95.1% |
| Participation rate | 37.5% | 75.8%-38.3pp | 73.3%-35.8pp | 82.1%-44.6pp |
| Annual return | 18.17% | 1960.20%-1942.0pp | 1494.92%-1476.8pp | 478.89%-460.7pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,979 | $4,674-57.7% | $4,277-53.7% | $6,343-68.8% |
| Admin fee / account holder | $4,498 | $6,760-33.5% | $5,955-24.5% | $12,316-63.5% |