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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 | $17,588 | $85,766-79.5% | $136,297-87.1% | $70,124-74.9% |
| Participation rate | 60.5% | 74.2%-13.6pp | 81.9%-21.4pp | 69.5%-9.0pp |
| Annual return | 130.01% | 31.45%+98.6pp | 5156.19%-5026.2pp | 73.14%+56.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $9,143 | $5,051+81.0% | $6,247+46.4% | $3,332+174.4% |
| Admin fee / account holder | $1,494 | $5,420-72.4% | $9,244-83.8% | $4,645-67.8% |