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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 | $10,736 | $110,801-90.3% | $86,868-87.6% | $167,518-93.6% |
| Participation rate | 53.8% | 75.8%-21.9pp | 71.6%-17.8pp | 82.1%-28.3pp |
| Annual return | 15.01% | 117.00%-102.0pp | 63.53%-48.5pp | 478.71%-463.7pp |
| Employer contribution / active EE | $0 | $3,245-100.0% | $2,496-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,338 | $4,547-48.6% | $3,699-36.8% | $6,342-63.1% |
| Admin fee / account holder | $2,862 | $8,417-66.0% | $5,829-50.9% | $12,312-76.8% |