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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 | $14,870 | $85,766-82.7% | $136,298-89.1% | $70,126-78.8% |
| Participation rate | 45.6% | 74.2%-28.6pp | 81.9%-36.4pp | 69.5%-24.0pp |
| Annual return | 33.95% | 31.46%+2.5pp | 5156.27%-5122.3pp | 73.15%-39.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,316 | $5,051-54.2% | $6,247-62.9% | $3,332-30.5% |
| Admin fee / account holder | $1,282 | $5,421-76.4% | $9,244-86.1% | $4,645-72.4% |