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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 | $1,033 | $81,763-98.7% | $58,561-98.2% | $139,466-99.3% |
| Participation rate | 47.6% | 61.3%-13.7pp | 50.9%-3.3pp | 80.3%-32.7pp |
| Annual return | 19.42% | 7427.77%-7408.4pp | 4251.33%-4231.9pp | 373.66%-354.2pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $361 | $2,555-85.9% | $1,923-81.2% | $6,712-94.6% |
| Admin fee / account holder | $394 | $3,273-88.0% | $2,520-84.4% | $11,409-96.5% |