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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 | $4,360 | $96,419-95.5% | $80,648-94.6% | $139,487-96.9% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 44.01% | 1352.86%-1308.8pp | 937.21%-893.2pp | 373.84%-329.8pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,724-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,581 | $5,225-69.7% | $4,443-64.4% | $6,713-76.4% |
| Admin fee / account holder | $431 | $6,605-93.5% | $5,382-92.0% | $11,407-96.2% |