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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 | $23,107 | $85,766-73.1% | $136,298-83.0% | $70,126-67.0% |
| Participation rate | 27.4% | 74.2%-46.8pp | 81.9%-54.5pp | 69.5%-42.2pp |
| Annual return | 29.28% | 31.46%-2.2pp | 5156.27%-5127.0pp | 73.15%-43.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,829 | $5,051-44.0% | $6,247-54.7% | $3,332-15.1% |
| Admin fee / account holder | $2,690 | $5,421-50.4% | $9,244-70.9% | $4,645-42.1% |