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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 | $15,211 | $100,060-84.8% | $149,721-89.8% | $70,126-78.3% |
| Participation rate | 31.4% | 83.6%-52.2pp | 87.1%-55.7pp | 69.5%-38.2pp |
| Annual return | 168.04% | 27.46%+140.6pp | 1501.67%-1333.6pp | 73.15%+94.9pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,437 | $4,982-51.1% | $6,568-62.9% | $3,332-26.8% |
| Admin fee / account holder | $1,281 | $8,285-84.5% | $11,282-88.6% | $4,645-72.4% |