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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 | $16,093 | $112,121-85.6% | $95,960-83.2% | $158,966-89.9% |
| Participation rate | 40.9% | 79.0%-38.1pp | 77.1%-36.2pp | 82.0%-41.1pp |
| Annual return | 18.37% | 171.16%-152.8pp | 91.63%-73.3pp | 302.95%-284.6pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,797 | $4,784-62.4% | $4,167-56.9% | $5,983-70.0% |
| Admin fee / account holder | $2,682 | $10,135-73.5% | $6,797-60.5% | $11,250-76.2% |