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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 | $23,356 | $102,385-77.2% | $147,080-84.1% | $80,935-71.1% |
| Participation rate | 36.7% | 75.9%-39.1pp | 82.2%-45.4pp | 67.7%-30.9pp |
| Annual return | 12.37% | 135.09%-122.7pp | 420.17%-407.8pp | 35.66%-23.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,111 | $6,651-38.2% | $8,066-49.0% | $4,299-4.4% |
| Admin fee / account holder | $5,734 | $7,951-27.9% | $12,989-55.9% | $6,924-17.2% |