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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 | $22,666 | $102,422-77.9% | $147,117-84.6% | $80,959-72.0% |
| Participation rate | 37.8% | 75.9%-38.0pp | 82.2%-44.3pp | 67.7%-29.8pp |
| Annual return | 15.16% | 135.16%-120.0pp | 420.54%-405.4pp | 35.67%-20.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,801 | $6,652-42.9% | $8,065-52.9% | $4,300-11.6% |
| Admin fee / account holder | $2,114 | $7,953-73.4% | $12,993-83.7% | $6,925-69.5% |