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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 | $21,931 | $144,130-84.8% | $117,861-81.4% | $147,586-85.1% |
| Participation rate | 26.3% | 83.4%-57.1pp | 79.7%-53.3pp | 82.8%-56.5pp |
| Annual return | 14.32% | 531.20%-516.9pp | 335.11%-320.8pp | 578.59%-564.3pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,626 | $5,316-31.8% | $4,482-19.1% | $5,439-33.3% |
| Admin fee / account holder | $1,838 | $10,887-83.1% | $8,021-77.1% | $10,886-83.1% |