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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 | $9,864 | $102,385-90.4% | $147,080-93.3% | $80,935-87.8% |
| Participation rate | 58.1% | 75.9%-17.8pp | 82.2%-24.1pp | 67.7%-9.6pp |
| Annual return | 15.91% | 135.09%-119.2pp | 420.17%-404.3pp | 35.66%-19.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,154 | $6,651-52.6% | $8,066-60.9% | $4,299-26.6% |
| Admin fee / account holder | $817 | $7,951-89.7% | $12,989-93.7% | $6,924-88.2% |