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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 | $14,548 | $150,445-90.3% | $136,297-89.3% | $147,585-90.1% |
| Participation rate | 21.1% | 84.4%-63.4pp | 81.9%-60.9pp | 82.8%-61.8pp |
| Annual return | 16.28% | 1049.14%-1032.9pp | 5156.16%-5139.9pp | 578.57%-562.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,156 | $6,631-67.5% | $6,247-65.5% | $5,439-60.4% |
| Admin fee / account holder | $1,361 | $10,906-87.5% | $9,244-85.3% | $10,885-87.5% |