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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 | $21,063 | $105,198-80.0% | $159,455-86.8% | $85,856-75.5% |
| Participation rate | 47.9% | 75.8%-27.9pp | 82.8%-34.9pp | 69.3%-21.4pp |
| Annual return | 33.55% | 45.08%-11.5pp | 263.63%-230.1pp | 318.58%-285.0pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,583 | $5,946+10.7% | $7,353-10.5% | $3,952+66.6% |
| Admin fee / account holder | $576 | $6,934-91.7% | $10,800-94.7% | $6,261-90.8% |