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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 | $29,208 | $101,499-71.2% | $147,005-80.1% | $74,546-60.8% |
| Participation rate | 34.9% | 75.5%-40.6pp | 82.2%-47.3pp | 67.2%-32.3pp |
| Annual return | 14.82% | 8732.34%-8717.5pp | 418.76%-403.9pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,371 | $7,304-53.9% | $8,070-58.2% | $4,347-22.5% |
| Admin fee / account holder | $3,064 | $1,748+75.3% | $13,006-76.4% | $1,944+57.7% |