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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 | $23,729 | $202,342-88.3% | $172,753-86.3% | $152,909-84.5% |
| Participation rate | 46.7% | 87.1%-40.4pp | 82.6%-36.0pp | 82.5%-35.8pp |
| Annual return | 22.22% | 1029.88%-1007.7pp | 803.00%-780.8pp | 345.46%-323.2pp |
| Employer contribution / active EE | $1,305 | $5,857-77.7% | $5,144-74.6% | $4,764-72.6% |
| Participant deferral / active EE | $3,136 | $5,948-47.3% | $5,198-39.7% | $5,851-46.4% |
| Admin fee / account holder | $563 | $17,112-96.7% | $13,956-96.0% | $11,601-95.1% |