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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 | $3,646 | $96,419-96.2% | $80,648-95.5% | $139,487-97.4% |
| Participation rate | 0.0% | 73.6%-73.6pp | 67.0%-67.0pp | 80.3%-80.3pp |
| Annual return | 34.22% | 1352.86%-1318.6pp | 937.21%-903.0pp | 373.84%-339.6pp |
| Employer contribution / active EE | $1,435 | $3,261-56.0% | $2,724-47.3% | $4,755-69.8% |
| Participant deferral / active EE | $2,653 | $5,225-49.2% | $4,443-40.3% | $6,713-60.5% |
| Admin fee / account holder | $1,343 | $6,605-79.7% | $5,382-75.0% | $11,407-88.2% |