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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 | $18,950 | $109,359-82.7% | $162,171-88.3% | $72,983-74.0% |
| Participation rate | 58.5% | 84.3%-25.8pp | 87.6%-29.1pp | 69.5%-11.0pp |
| Annual return | 503.74% | 25.46%+478.3pp | 115.60%+388.1pp | 81.01%+422.7pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,778 | $5,481-12.8% | $7,297-34.5% | $3,608+32.4% |
| Admin fee / account holder | $1,394 | $7,972-82.5% | $10,843-87.1% | $5,124-72.8% |