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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 | $18,704 | $85,766-78.2% | $136,298-86.3% | $70,126-73.3% |
| Participation rate | 40.5% | 74.2%-33.7pp | 81.9%-41.4pp | 69.5%-29.1pp |
| Annual return | 67.62% | 31.46%+36.2pp | 5156.27%-5088.7pp | 73.15%-5.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,297 | $5,051-34.7% | $6,247-47.2% | $3,332-1.0% |
| Admin fee / account holder | $1,851 | $5,421-65.9% | $9,244-80.0% | $4,645-60.2% |