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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 | $18,253 | $102,385-82.2% | $147,080-87.6% | $80,935-77.4% |
| Participation rate | 44.9% | 75.9%-31.0pp | 82.2%-37.3pp | 67.7%-22.8pp |
| Annual return | 19.54% | 135.09%-115.5pp | 420.17%-400.6pp | 35.66%-16.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,295 | $6,651-50.5% | $8,066-59.1% | $4,299-23.4% |
| Admin fee / account holder | $1,012 | $7,951-87.3% | $12,989-92.2% | $6,924-85.4% |