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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 | $6,735 | $81,664-91.8% | $70,476-90.4% | $158,966-95.8% |
| Participation rate | 40.0% | 77.7%-37.7pp | 75.1%-35.1pp | 82.0%-42.0pp |
| Annual return | 47.13% | 208.59%-161.5pp | 109.12%-62.0pp | 302.95%-255.8pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,897 | $4,556-58.4% | $3,710-48.9% | $5,983-68.3% |
| Admin fee / account holder | $429 | $6,197-93.1% | $3,847-88.8% | $11,250-96.2% |