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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 | $13,779 | $144,130-90.4% | $117,861-88.3% | $147,586-90.7% |
| Participation rate | 25.0% | 83.4%-58.4pp | 79.7%-54.7pp | 82.8%-57.8pp |
| Annual return | 38.96% | 531.20%-492.2pp | 335.11%-296.1pp | 578.59%-539.6pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,454 | $5,316+59.0% | $4,482+88.6% | $5,439+55.4% |
| Admin fee / account holder | $11,475 | $10,887+5.4% | $8,021+43.1% | $10,886+5.4% |