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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 | $19,989 | $150,447-86.7% | $136,298-85.3% | $147,586-86.5% |
| Participation rate | 69.2% | 84.4%-15.2pp | 81.9%-12.7pp | 82.8%-13.6pp |
| Annual return | 17.75% | 1049.15%-1031.4pp | 5156.27%-5138.5pp | 578.59%-560.8pp |
| Employer contribution / active EE | $1,194 | $5,256-77.3% | $4,696-74.6% | $4,876-75.5% |
| Participant deferral / active EE | $3,097 | $6,631-53.3% | $6,247-50.4% | $5,439-43.1% |
| Admin fee / account holder | $568 | $10,906-94.8% | $9,244-93.9% | $10,886-94.8% |