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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 | $9,967 | $202,440-95.1% | $169,390-94.1% | $139,466-92.9% |
| Participation rate | 20.0% | 81.1%-61.1pp | 77.2%-57.2pp | 80.3%-60.3pp |
| Annual return | 34.65% | 532.36%-497.7pp | 406.07%-371.4pp | 373.66%-339.0pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,381 | $6,940-80.1% | $6,222-77.8% | $6,712-79.4% |
| Admin fee / account holder | $1,469 | $10,722-86.3% | $9,015-83.7% | $11,409-87.1% |