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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 | $15,094 | $101,672-85.2% | $147,117-89.7% | $74,478-79.7% |
| Participation rate | 47.7% | 75.5%-27.8pp | 82.2%-34.4pp | 67.2%-19.5pp |
| Annual return | 15.95% | 8757.83%-8741.9pp | 420.54%-404.6pp | 1370.56%-1354.6pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,803 | $7,305-47.9% | $8,065-52.8% | $4,350-12.6% |
| Admin fee / account holder | $2,942 | $1,753+67.8% | $12,993-77.4% | $1,946+51.2% |