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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 | $23,610 | $59,448-60.3% | $93,696-74.8% | $74,459-68.3% |
| Participation rate | 49.6% | 59.6%-10.0pp | 68.7%-19.1pp | 67.2%-17.6pp |
| Annual return | 10.84% | 82.11%-71.3pp | 133.74%-122.9pp | 1369.70%-1358.9pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,661 | $3,052-45.6% | $4,417-62.4% | $4,350-61.8% |
| Admin fee / account holder | $625 | $3,027-79.4% | $8,287-92.5% | $1,945-67.9% |