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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 | $12,949 | $96,123-86.5% | $77,361-83.3% | $198,609-93.5% |
| Participation rate | 54.5% | 81.1%-26.6pp | 75.0%-20.4pp | 82.4%-27.8pp |
| Annual return | 11.92% | 2054.81%-2042.9pp | 1011.54%-999.6pp | 202.70%-190.8pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,863 | $4,975-62.5% | $3,911-52.4% | $6,977-73.3% |
| Admin fee / account holder | $343 | $9,471-96.4% | $5,894-94.2% | $19,030-98.2% |