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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 | $19,337 | $118,708-83.7% | $98,920-80.5% | $158,982-87.8% |
| Participation rate | 56.5% | 77.8%-21.3pp | 76.0%-19.5pp | 82.0%-25.4pp |
| Annual return | 123.75% | 372.49%-248.7pp | 196.47%-72.7pp | 302.99%-179.2pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,466 | $5,089-51.5% | $4,245-41.9% | $5,983-58.8% |
| Admin fee / account holder | $3,731 | $10,134-63.2% | $6,643-43.8% | $11,252-66.8% |