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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 | $15,290 | $202,345-92.4% | $172,755-91.1% | $152,885-90.0% |
| Participation rate | 15.4% | 87.1%-71.7pp | 82.6%-67.3pp | 82.5%-67.1pp |
| Annual return | 21.73% | 1029.77%-1008.0pp | 802.94%-781.2pp | 345.39%-323.7pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $360 | $17,111-97.9% | $13,955-97.4% | $11,598-96.9% |