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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 | $6,822 | $102,393-93.3% | $147,041-95.4% | $80,911-91.6% |
| Participation rate | 62.3% | 75.9%-13.6pp | 82.2%-19.9pp | 67.6%-5.4pp |
| Annual return | 64.99% | 134.95%-70.0pp | 419.21%-354.2pp | 35.63%+29.4pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,340 | $6,647-34.7% | $8,071-46.2% | $4,297+1.0% |
| Admin fee / account holder | $1,234 | $7,943-84.5% | $13,006-90.5% | $6,935-82.2% |