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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 | $3,220 | $96,643-96.7% | $86,617-96.3% | $139,456-97.7% |
| Participation rate | 60.9% | 74.4%-13.5pp | 71.7%-10.8pp | 80.3%-19.5pp |
| Annual return | 21.51% | 106.57%-85.1pp | 591.91%-570.4pp | 373.45%-351.9pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,296 | $4,835-73.2% | $4,437-70.8% | $6,711-80.7% |
| Admin fee / account holder | $726 | $6,406-88.7% | $5,613-87.1% | $11,407-93.6% |