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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 | $15,460 | $116,203-86.7% | $93,621-83.5% | $152,909-89.9% |
| Participation rate | 33.3% | 78.1%-44.7pp | 75.8%-42.5pp | 82.5%-49.1pp |
| Annual return | 258.38% | 35.96%+222.4pp | 32.76%+225.6pp | 345.46%-87.1pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,156 | $4,605-31.5% | $4,070-22.4% | $5,851-46.1% |
| Admin fee / account holder | $1,909 | $10,751-82.2% | $7,890-75.8% | $11,601-83.5% |