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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 | $8,059 | $202,460-96.0% | $169,385-95.2% | $139,456-94.2% |
| Participation rate | 42.9% | 81.1%-38.2pp | 77.2%-34.3pp | 80.3%-37.5pp |
| Annual return | 50.15% | 532.07%-481.9pp | 405.82%-355.7pp | 373.45%-323.3pp |
| Employer contribution / active EE | $1,272 | $4,691-72.9% | $4,012-68.3% | $4,753-73.2% |
| Participant deferral / active EE | $1,668 | $6,938-76.0% | $6,221-73.2% | $6,711-75.1% |
| Admin fee / account holder | $1,524 | $10,719-85.8% | $9,011-83.1% | $11,407-86.6% |