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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 | $15,193 | $102,385-85.2% | $147,080-89.7% | $80,935-81.2% |
| Participation rate | 39.4% | 75.9%-36.5pp | 82.2%-42.8pp | 67.7%-28.3pp |
| Annual return | 14.16% | 135.09%-120.9pp | 420.17%-406.0pp | 35.66%-21.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,766 | $6,651-58.4% | $8,066-65.7% | $4,299-35.7% |
| Admin fee / account holder | $1,282 | $7,951-83.9% | $12,989-90.1% | $6,924-81.5% |