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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 | $18,357 | $176,688-89.6% | $130,660-86.0% | $152,885-88.0% |
| Participation rate | 54.5% | 79.0%-24.4pp | 71.7%-17.2pp | 82.5%-27.9pp |
| Annual return | 22.19% | 2693.08%-2670.9pp | 1709.29%-1687.1pp | 345.39%-323.2pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,063 | $4,362-75.6% | $3,603-70.5% | $5,851-81.8% |
| Admin fee / account holder | $1,412 | $7,131-80.2% | $5,463-74.1% | $11,598-87.8% |