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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 | $7,202 | $180,749-96.0% | $160,784-95.5% | $137,256-94.8% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 32.80% | 2234.46%-2201.7pp | 1803.92%-1771.1pp | 220.34%-187.5pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,284 | $6,844-81.2% | $6,293-79.6% | $6,407-80.0% |
| Admin fee / account holder | $315 | $10,397-97.0% | $9,717-96.8% | $12,270-97.4% |