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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 | $9,028 | $226,135-96.0% | $182,558-95.1% | $152,909-94.1% |
| Participation rate | 30.0% | 82.5%-52.5pp | 78.0%-48.0pp | 82.5%-52.5pp |
| Annual return | 25.34% | 192.60%-167.3pp | 148.59%-123.2pp | 345.46%-320.1pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,121 | $6,371-66.7% | $5,526-61.6% | $5,851-63.8% |
| Admin fee / account holder | $3,009 | $10,707-71.9% | $8,594-65.0% | $11,601-74.1% |