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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 | $10,314 | $55,457-81.4% | $77,361-86.7% | $94,015-89.0% |
| Participation rate | 40.7% | 69.8%-29.1pp | 75.0%-34.2pp | 70.8%-30.1pp |
| Annual return | 115.82% | 15.57%+100.3pp | 1011.54%-895.7pp | 17.84%+98.0pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,956 | $3,069-3.7% | $3,911-24.4% | $4,249-30.4% |
| Admin fee / account holder | $551 | $4,334-87.3% | $5,894-90.7% | $8,951-93.8% |