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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 | $7,761 | $124,330-93.8% | $109,173-92.9% | $167,536-95.4% |
| Participation rate | 39.1% | 79.5%-40.3pp | 75.9%-36.7pp | 82.1%-43.0pp |
| Annual return | 58.11% | 26.04%+32.1pp | 25.75%+32.4pp | 478.82%-420.7pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,687 | $5,256-48.9% | $4,654-42.3% | $6,342-57.6% |
| Admin fee / account holder | $310 | $7,974-96.1% | $6,755-95.4% | $12,315-97.5% |