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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 | $7,825 | $165,399-95.3% | $149,745-94.8% | $158,982-95.1% |
| Participation rate | 56.5% | 84.6%-28.1pp | 82.5%-26.0pp | 82.0%-25.4pp |
| Annual return | 48.29% | 348.34%-300.0pp | 276.72%-228.4pp | 302.99%-254.7pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,803 | $7,183-47.0% | $6,843-44.4% | $5,983-36.4% |
| Admin fee / account holder | $1,067 | $10,811-90.1% | $9,312-88.5% | $11,252-90.5% |