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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 | $3,875 | $156,927-97.5% | $121,169-96.8% | $139,456-97.2% |
| Participation rate | 26.7% | 76.4%-49.8pp | 69.5%-42.9pp | 80.3%-53.7pp |
| Annual return | 34.44% | 1475.85%-1441.4pp | 986.71%-952.3pp | 373.45%-339.0pp |
| Employer contribution / active EE | $414 | $5,542-92.5% | $4,168-90.1% | $4,753-91.3% |
| Participant deferral / active EE | $621 | $4,848-87.2% | $4,083-84.8% | $6,711-90.8% |
| Admin fee / account holder | $1,009 | $6,946-85.5% | $5,645-82.1% | $11,407-91.2% |