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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 | $15,797 | $106,008-85.1% | $92,240-82.9% | $147,586-89.3% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 14.79% | 50.05%-35.3pp | 176.29%-161.5pp | 578.59%-563.8pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,990 | $4,478-55.6% | $3,897-48.9% | $5,439-63.4% |
| Admin fee / account holder | $1,739 | $6,333-72.5% | $5,194-66.5% | $10,886-84.0% |