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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 | $23,188 | $202,342-88.5% | $172,753-86.6% | $152,909-84.8% |
| Participation rate | 64.7% | 87.1%-22.4pp | 82.6%-17.9pp | 82.5%-17.7pp |
| Annual return | 23.67% | 1029.88%-1006.2pp | 803.00%-779.3pp | 345.46%-321.8pp |
| Employer contribution / active EE | $2,178 | $5,857-62.8% | $5,144-57.7% | $4,764-54.3% |
| Participant deferral / active EE | $3,862 | $5,948-35.1% | $5,198-25.7% | $5,851-34.0% |
| Admin fee / account holder | $1,785 | $17,112-89.6% | $13,956-87.2% | $11,601-84.6% |