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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 | $23,840 | $89,739-73.4% | $149,721-84.1% | $62,293-61.7% |
| Participation rate | 57.3% | 85.1%-27.8pp | 87.1%-29.8pp | 69.5%-12.2pp |
| Annual return | 352.82% | 21.01%+331.8pp | 1501.67%-1148.9pp | 28.90%+323.9pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,444-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,398 | $4,797+33.4% | $6,568-2.6% | $3,169+101.9% |
| Admin fee / account holder | $13,683 | $551+2382.3% | $11,282+21.3% | $479+2754.6% |