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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 | $5,540 | $160,070-96.5% | $147,117-96.2% | $145,897-96.2% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 30.20% | 98.69%-68.5pp | 420.54%-390.3pp | 552.29%-522.1pp |
| Employer contribution / active EE | $6,028 | $5,285+14.1% | $4,932+22.2% | $4,663+29.3% |
| Participant deferral / active EE | $6,471 | $8,419-23.1% | $8,065-19.8% | $6,689-3.3% |
| Admin fee / account holder | $5,009 | $15,035-66.7% | $12,993-61.4% | $13,390-62.6% |