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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 | $16,234 | $85,766-81.1% | $136,298-88.1% | $70,126-76.8% |
| Participation rate | 42.4% | 74.2%-31.7pp | 81.9%-39.5pp | 69.5%-27.1pp |
| Annual return | 54.33% | 31.46%+22.9pp | 5156.27%-5101.9pp | 73.15%-18.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $11,056 | $5,051+118.9% | $6,247+77.0% | $3,332+231.8% |
| Admin fee / account holder | $2,422 | $5,421-55.3% | $9,244-73.8% | $4,645-47.9% |