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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 | $6,848 | $99,011-93.1% | $86,582-92.1% | $147,586-95.4% |
| Participation rate | 45.5% | 76.3%-30.9pp | 73.5%-28.1pp | 82.8%-37.4pp |
| Annual return | 24.46% | 1312.75%-1288.3pp | 965.08%-940.6pp | 578.59%-554.1pp |
| Employer contribution / active EE | $396 | $3,132-87.4% | $2,839-86.1% | $4,876-91.9% |
| Participant deferral / active EE | $1,312 | $3,972-67.0% | $3,609-63.6% | $5,439-75.9% |
| Admin fee / account holder | $1,599 | $5,709-72.0% | $4,904-67.4% | $10,886-85.3% |