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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 | $8,272 | $80,812-89.8% | $160,784-94.9% | $82,448-90.0% |
| Participation rate | 63.2% | 66.2%-3.1pp | 77.0%-13.8pp | 68.1%-4.9pp |
| Annual return | 19.99% | 100.59%-80.6pp | 1803.92%-1783.9pp | 41.64%-21.7pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,232 | $4,335-48.5% | $6,293-64.5% | $4,139-46.1% |
| Admin fee / account holder | $1,067 | $7,695-86.1% | $9,717-89.0% | $7,234-85.3% |