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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 | $20,398 | $150,447-86.4% | $136,298-85.0% | $147,586-86.2% |
| Participation rate | 53.8% | 84.4%-30.6pp | 81.9%-28.1pp | 82.8%-29.0pp |
| Annual return | 18.17% | 1049.15%-1031.0pp | 5156.27%-5138.1pp | 578.59%-560.4pp |
| Employer contribution / active EE | $5,248 | $5,256-0.2% | $4,696+11.8% | $4,876+7.6% |
| Participant deferral / active EE | $7,494 | $6,631+13.0% | $6,247+20.0% | $5,439+37.8% |
| Admin fee / account holder | $13,937 | $10,906+27.8% | $9,244+50.8% | $10,886+28.0% |