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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 | $18,693 | $176,688-89.4% | $130,660-85.7% | $152,909-87.8% |
| Participation rate | 62.5% | 79.0%-16.5pp | 71.7%-9.2pp | 82.5%-20.0pp |
| Annual return | 49.57% | 2693.08%-2643.5pp | 1709.29%-1659.7pp | 345.46%-295.9pp |
| Employer contribution / active EE | $1,601 | $5,743-72.1% | $4,092-60.9% | $4,764-66.4% |
| Participant deferral / active EE | $2,774 | $4,362-36.4% | $3,603-23.0% | $5,851-52.6% |
| Admin fee / account holder | $2,574 | $7,131-63.9% | $5,463-52.9% | $11,601-77.8% |