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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 | $33,422 | $171,867-80.6% | $149,721-77.7% | $147,586-77.4% |
| Participation rate | 63.6% | 88.2%-24.6pp | 87.1%-23.4pp | 82.8%-19.2pp |
| Annual return | 19.53% | 2113.36%-2093.8pp | 1501.67%-1482.1pp | 578.59%-559.1pp |
| Employer contribution / active EE | $2,055 | $6,275-67.3% | $5,444-62.3% | $4,876-57.9% |
| Participant deferral / active EE | $6,424 | $7,270-11.6% | $6,568-2.2% | $5,439+18.1% |
| Admin fee / account holder | $1,442 | $13,799-89.5% | $11,282-87.2% | $10,886-86.8% |