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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 | $5,783 | $129,737-95.5% | $119,126-95.1% | $154,746-96.3% |
| Participation rate | 33.3% | 78.9%-45.5pp | 75.8%-42.4pp | 80.7%-47.4pp |
| Annual return | 28.05% | 379.08%-351.0pp | 282.11%-254.1pp | 172.34%-144.3pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,875 | $5,842-67.9% | $5,318-64.7% | $6,730-72.1% |
| Admin fee / account holder | $2,965 | $11,961-75.2% | $10,693-72.3% | $14,365-79.4% |