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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 | $20,987 | $59,456-64.7% | $93,669-77.6% | $74,429-71.8% |
| Participation rate | 59.0% | 59.6%-0.6pp | 68.7%-9.7pp | 67.2%-8.2pp |
| Annual return | 33.33% | 82.00%-48.7pp | 133.59%-100.3pp | 1368.38%-1335.1pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,424-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $3,203 | $3,052+5.0% | $4,416-27.5% | $4,348-26.3% |
| Admin fee / account holder | $2,711 | $3,026-10.4% | $8,291-67.3% | $1,944+39.5% |