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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 | $5,794 | $115,911-95.0% | $100,530-94.2% | $158,950-96.4% |
| Participation rate | 0.0% | 81.6%-81.6pp | 79.4%-79.4pp | 82.0%-82.0pp |
| Annual return | 41.83% | 34.80%+7.0pp | 30.89%+10.9pp | 302.91%-261.1pp |
| Employer contribution / active EE | $5,254 | $4,104+28.0% | $3,418+53.7% | $4,762+10.3% |
| Participant deferral / active EE | $13,000 | $6,676+94.7% | $6,271+107.3% | $5,983+117.3% |
| Admin fee / account holder | $24,677 | $10,999+124.3% | $8,083+205.3% | $11,248+119.4% |