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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 | $5,985 | $108,695-94.5% | $74,722-92.0% | $152,897-96.1% |
| Participation rate | 41.7% | 65.4%-23.7pp | 54.5%-12.8pp | 82.5%-40.8pp |
| Annual return | 9.33% | 114.11%-104.8pp | 753.11%-743.8pp | 345.43%-336.1pp |
| Employer contribution / active EE | $211 | $1,504-86.0% | $1,084-80.5% | $4,764-95.6% |
| Participant deferral / active EE | $422 | $2,712-84.4% | $1,963-78.5% | $5,851-92.8% |
| Admin fee / account holder | $318 | $4,906-93.5% | $3,335-90.5% | $11,599-97.3% |