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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 | $8,400 | $52,507-84.0% | $129,406-93.5% | $74,478-88.7% |
| Participation rate | 30.6% | 53.9%-23.3pp | 69.6%-39.1pp | 67.2%-36.6pp |
| Annual return | 27.42% | 15.64%+11.8pp | 9468.18%-9440.8pp | 1370.56%-1343.1pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $4,155-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,562 | $2,801-44.2% | $4,167-62.5% | $4,350-64.1% |
| Admin fee / account holder | $1,316 | $2,639-50.1% | $7,689-82.9% | $1,946-32.4% |