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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 | $19,373 | $99,079-80.4% | $78,002-75.2% | $273,972-92.9% |
| Participation rate | 55.6% | 78.6%-23.0pp | 75.5%-20.0pp | 83.0%-27.5pp |
| Annual return | 10.38% | 217.93%-207.5pp | 425.99%-415.6pp | 41.46%-31.1pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $10,165 | $4,306+136.1% | $3,497+190.7% | $5,287+92.3% |
| Admin fee / account holder | $5,786 | $8,954-35.4% | $5,481+5.6% | $10,133-42.9% |