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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 | $6,849 | $171,867-96.0% | $149,716-95.4% | $147,585-95.4% |
| Participation rate | 68.4% | 88.2%-19.8pp | 87.1%-18.6pp | 82.8%-14.4pp |
| Annual return | 21.09% | 2113.36%-2092.3pp | 1501.67%-1480.6pp | 578.58%-557.5pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,267 | $7,270-55.1% | $6,568-50.3% | $5,439-39.9% |
| Admin fee / account holder | $342 | $13,799-97.5% | $11,282-97.0% | $10,886-96.9% |