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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 | $90,614-96.6% | $76,089-96.0% | $145,877-97.9% |
| Participation rate | 52.9% | 74.5%-21.6pp | 69.1%-16.1pp | 80.3%-27.4pp |
| Annual return | 13.84% | 623.80%-610.0pp | 360.94%-347.1pp | 551.28%-537.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,461 | $5,168-71.7% | $4,259-65.7% | $6,691-78.2% |
| Admin fee / account holder | $1,514 | $8,376-81.9% | $6,418-76.4% | $13,402-88.7% |