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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 | $19,669 | $176,105-88.8% | $159,474-87.7% | $167,536-88.3% |
| Participation rate | 69.2% | 85.0%-15.7pp | 82.8%-13.6pp | 82.1%-12.9pp |
| Annual return | 37.82% | 331.91%-294.1pp | 263.68%-225.9pp | 478.82%-441.0pp |
| Employer contribution / active EE | $2,584 | $5,299-51.2% | $4,831-46.5% | $4,839-46.6% |
| Participant deferral / active EE | $4,766 | $7,751-38.5% | $7,353-35.2% | $6,342-24.9% |
| Admin fee / account holder | $1,881 | $12,559-85.0% | $10,802-82.6% | $12,315-84.7% |