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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 | $6,629 | $111,830-94.1% | $93,696-92.9% | $145,884-95.5% |
| Participation rate | 42.9% | 74.2%-31.4pp | 68.7%-25.9pp | 80.3%-37.4pp |
| Annual return | 25.62% | 204.08%-178.5pp | 133.74%-108.1pp | 551.85%-526.2pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,255 | $4,920-74.5% | $4,417-71.6% | $6,690-81.2% |
| Admin fee / account holder | $352 | $10,249-96.6% | $8,287-95.8% | $13,392-97.4% |