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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 | $11,409 | $99,009-88.5% | $86,581-86.8% | $147,585-92.3% |
| Participation rate | 0.0% | 76.3%-76.3pp | 73.5%-73.5pp | 82.8%-82.8pp |
| Annual return | 22.83% | 1312.70%-1289.9pp | 965.06%-942.2pp | 578.58%-555.7pp |
| Employer contribution / active EE | $1,710 | $3,132-45.4% | $2,840-39.8% | $4,876-64.9% |
| Participant deferral / active EE | $1,774 | $3,972-55.3% | $3,609-50.8% | $5,439-67.4% |
| Admin fee / account holder | $551 | $5,709-90.3% | $4,904-88.8% | $10,886-94.9% |