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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 | $9,991 | $55,470-82.0% | $155,556-93.6% | $74,478-86.6% |
| Participation rate | 26.9% | 61.9%-35.0pp | 78.2%-51.4pp | 67.2%-40.4pp |
| Annual return | 11.36% | 269.80%-258.4pp | 64.84%-53.5pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,078 | $2,838-62.0% | $5,631-80.9% | $4,350-75.2% |
| Admin fee / account holder | $638 | $1,744-63.4% | $15,885-96.0% | $1,946-67.2% |