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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 | $6,999 | $124,330-94.4% | $109,173-93.6% | $167,536-95.8% |
| Participation rate | 50.0% | 79.5%-29.5pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 16.49% | 26.04%-9.6pp | 25.75%-9.3pp | 478.82%-462.3pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,337 | $5,256-36.5% | $4,654-28.3% | $6,342-47.4% |
| Admin fee / account holder | $1,806 | $7,974-77.4% | $6,755-73.3% | $12,315-85.3% |