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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 | $31,637 | $101,672-68.9% | $147,117-78.5% | $74,478-57.5% |
| Participation rate | 62.7% | 75.5%-12.9pp | 82.2%-19.5pp | 67.2%-4.5pp |
| Annual return | 14.73% | 8757.83%-8743.1pp | 420.54%-405.8pp | 1370.56%-1355.8pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $6,497 | $7,305-11.1% | $8,065-19.4% | $4,350+49.3% |
| Admin fee / account holder | $5,206 | $1,753+196.9% | $12,993-59.9% | $1,946+167.5% |