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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 | $2,072 | $123,750-98.3% | $69,611-97.0% | $145,877-98.6% |
| Participation rate | 53.8% | 69.2%-15.4pp | 66.4%-12.6pp | 80.3%-26.5pp |
| Annual return | 57.31% | 192.03%-134.7pp | 101.14%-43.8pp | 551.28%-494.0pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $1,709-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,665 | $4,243-60.8% | $2,891-42.4% | $6,691-75.1% |
| Admin fee / account holder | $1,954 | $7,817-75.0% | $4,696-58.4% | $13,402-85.4% |