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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 | $11,170 | $115,780-90.4% | $101,255-89.0% | $158,931-93.0% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 4305.20% | 56.14%+4249.1pp | 46.48%+4258.7pp | 302.86%+4002.3pp |
| Employer contribution / active EE | $1,220 | $4,175-70.8% | $3,660-66.7% | $4,761-74.4% |
| Participant deferral / active EE | $1,773 | $4,958-64.2% | $4,370-59.4% | $5,982-70.4% |
| Admin fee / account holder | $10,677 | $7,246+47.4% | $5,946+79.6% | $11,247-5.1% |