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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 | $18,117 | $202,342-91.0% | $172,753-89.5% | $152,909-88.2% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.5%-25.3pp |
| Annual return | 21.20% | 1029.88%-1008.7pp | 803.00%-781.8pp | 345.46%-324.3pp |
| Employer contribution / active EE | $1,330 | $5,857-77.3% | $5,144-74.2% | $4,764-72.1% |
| Participant deferral / active EE | $3,139 | $5,948-47.2% | $5,198-39.6% | $5,851-46.4% |
| Admin fee / account holder | $417 | $17,112-97.6% | $13,956-97.0% | $11,601-96.4% |