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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 | $10,697 | $65,440-83.7% | $98,506-89.1% | $85,851-87.5% |
| Participation rate | 24.7% | 65.0%-40.3pp | 73.3%-48.7pp | 69.3%-44.6pp |
| Annual return | 16.41% | 21.75%-5.3pp | 1494.92%-1478.5pp | 318.63%-302.2pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,128 | $3,168-64.4% | $4,277-73.6% | $3,952-71.5% |
| Admin fee / account holder | $600 | $4,596-87.0% | $5,955-89.9% | $6,261-90.4% |