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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 | $18,484 | $75,183-75.4% | $123,894-85.1% | $55,167-66.5% |
| Participation rate | 46.4% | 72.8%-26.5pp | 81.4%-35.0pp | 69.0%-22.6pp |
| Annual return | 352.10% | 19.01%+333.1pp | 47.52%+304.6pp | 169.23%+182.9pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,666 | $5,084-8.2% | $5,984-22.0% | $3,054+52.8% |
| Admin fee / account holder | $690 | $663+4.1% | $8,357-91.7% | $504+36.9% |