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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 | $21,801 | $85,766-74.6% | $136,298-84.0% | $70,126-68.9% |
| Participation rate | 47.9% | 74.2%-26.2pp | 81.9%-34.0pp | 69.5%-21.6pp |
| Annual return | 329.63% | 31.46%+298.2pp | 5156.27%-4826.6pp | 73.15%+256.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,789 | $5,051-5.2% | $6,247-23.3% | $3,332+43.7% |
| Admin fee / account holder | $858 | $5,421-84.2% | $9,244-90.7% | $4,645-81.5% |