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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 | $101,653-68.9% | $147,080-78.5% | $74,459-57.5% |
| Participation rate | 62.7% | 75.6%-12.9pp | 82.2%-19.5pp | 67.2%-4.5pp |
| Annual return | 14.73% | 8754.98%-8740.2pp | 420.17%-405.4pp | 1369.70%-1355.0pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $6,497 | $7,304-11.1% | $8,066-19.5% | $4,350+49.4% |
| Admin fee / account holder | $5,206 | $1,752+197.2% | $12,989-59.9% | $1,945+167.7% |