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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 | $4,834 | $90,530-94.7% | $76,030-93.6% | $145,897-96.7% |
| Participation rate | 62.5% | 74.4%-11.9pp | 69.1%-6.6pp | 80.3%-17.8pp |
| Annual return | 12.74% | 625.08%-612.3pp | 361.54%-348.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,339 | $5,164-74.1% | $4,257-68.6% | $6,689-80.0% |
| Admin fee / account holder | $1,054 | $8,383-87.4% | $6,421-83.6% | $13,390-92.1% |