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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 | $9,790 | $166,131-94.1% | $164,975-94.1% | $145,877-93.3% |
| Participation rate | 31.8% | 82.0%-50.2pp | 78.6%-46.8pp | 80.3%-48.5pp |
| Annual return | 396.35% | 100.37%+296.0pp | 70.12%+326.2pp | 551.28%-154.9pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,141 | $6,962-69.3% | $6,033-64.5% | $6,691-68.0% |
| Admin fee / account holder | $2,733 | $16,648-83.6% | $12,688-78.5% | $13,402-79.6% |