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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 | $17,503 | $85,766-79.6% | $136,298-87.2% | $70,126-75.0% |
| Participation rate | 46.4% | 74.2%-27.7pp | 81.9%-35.5pp | 69.5%-23.1pp |
| Annual return | 21.09% | 31.46%-10.4pp | 5156.27%-5135.2pp | 73.15%-52.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,333 | $5,051-34.0% | $6,247-46.6% | $3,3320% |
| Admin fee / account holder | $2,230 | $5,421-58.9% | $9,244-75.9% | $4,645-52.0% |