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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 | $55,446-82.0% | $155,574-93.6% | $74,429-86.6% |
| Participation rate | 26.9% | 61.9%-35.0pp | 78.2%-51.3pp | 67.2%-40.3pp |
| Annual return | 11.36% | 269.20%-257.8pp | 64.87%-53.5pp | 1368.38%-1357.0pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,078 | $2,836-62.0% | $5,629-80.8% | $4,348-75.2% |
| Admin fee / account holder | $638 | $1,743-63.4% | $15,914-96.0% | $1,944-67.2% |