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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 | $10,454 | $109,411-90.4% | $89,435-88.3% | $158,982-93.4% |
| Participation rate | 33.3% | 74.3%-40.9pp | 68.0%-34.7pp | 82.0%-48.6pp |
| Annual return | 14.36% | 345.68%-331.3pp | 245.55%-231.2pp | 302.99%-288.6pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,535 | $4,600-66.6% | $3,890-60.5% | $5,983-74.3% |
| Admin fee / account holder | $2,400 | $6,159-61.0% | $4,884-50.9% | $11,252-78.7% |