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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 | $3,049 | $90,691-96.6% | $76,119-96.0% | $145,884-97.9% |
| Participation rate | 52.9% | 74.5%-21.5pp | 69.1%-16.1pp | 80.3%-27.4pp |
| Annual return | 13.84% | 624.52%-610.7pp | 361.25%-347.4pp | 551.85%-538.0pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,461 | $5,167-71.7% | $4,259-65.7% | $6,690-78.2% |
| Admin fee / account holder | $1,514 | $8,383-81.9% | $6,421-76.4% | $13,392-88.7% |