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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 | $13,961 | $202,345-93.1% | $172,755-91.9% | $152,885-90.9% |
| Participation rate | 69.2% | 87.1%-17.8pp | 82.6%-13.4pp | 82.5%-13.2pp |
| Annual return | 25.62% | 1029.77%-1004.2pp | 802.94%-777.3pp | 345.39%-319.8pp |
| Employer contribution / active EE | $1,587 | $5,858-72.9% | $5,144-69.2% | $4,763-66.7% |
| Participant deferral / active EE | $4,998 | $5,948-16.0% | $5,198-3.8% | $5,851-14.6% |
| Admin fee / account holder | $791 | $17,111-95.4% | $13,955-94.3% | $11,598-93.2% |