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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 | $16,839 | $85,766-80.4% | $136,298-87.6% | $70,126-76.0% |
| Participation rate | 51.6% | 74.2%-22.6pp | 81.9%-30.4pp | 69.5%-18.0pp |
| Annual return | 20.18% | 31.46%-11.3pp | 5156.27%-5136.1pp | 73.15%-53.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,705 | $5,051-46.5% | $6,247-56.7% | $3,332-18.8% |
| Admin fee / account holder | $707 | $5,421-87.0% | $9,244-92.4% | $4,645-84.8% |