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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 | $11,691 | $85,766-86.4% | $136,298-91.4% | $70,126-83.3% |
| Participation rate | 58.8% | 74.2%-15.3pp | 81.9%-23.1pp | 69.5%-10.7pp |
| Annual return | 48.97% | 31.46%+17.5pp | 5156.27%-5107.3pp | 73.15%-24.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,316 | $5,051-54.2% | $6,247-62.9% | $3,332-30.5% |
| Admin fee / account holder | $1,221 | $5,421-77.5% | $9,244-86.8% | $4,645-73.7% |