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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 | $22,671 | $102,385-77.9% | $147,080-84.6% | $80,935-72.0% |
| Participation rate | 48.9% | 75.9%-27.0pp | 82.2%-33.3pp | 67.7%-18.8pp |
| Annual return | 30.86% | 135.09%-104.2pp | 420.17%-389.3pp | 35.66%-4.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,429 | $6,651-3.3% | $8,066-20.3% | $4,299+49.5% |
| Admin fee / account holder | $5,513 | $7,951-30.7% | $12,989-57.6% | $6,924-20.4% |