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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 | $4,671 | $175,257-97.3% | $149,717-96.9% | $139,456-96.7% |
| Participation rate | 41.2% | 83.4%-42.2pp | 78.8%-37.6pp | 80.3%-39.2pp |
| Annual return | 39.42% | 166.70%-127.3pp | 134.41%-95.0pp | 373.45%-334.0pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,028 | $6,521-53.6% | $5,682-46.7% | $6,711-54.9% |
| Admin fee / account holder | $809 | $16,156-95.0% | $13,213-93.9% | $11,407-92.9% |