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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 | $1,769 | $209,422-99.2% | $178,503-99.0% | $158,982-98.9% |
| Participation rate | 22.2% | 86.4%-64.1pp | 81.9%-59.7pp | 82.0%-59.7pp |
| Annual return | 21.00% | 188.81%-167.8pp | 151.12%-130.1pp | 302.99%-282.0pp |
| Employer contribution / active EE | $1,208 | $5,707-78.8% | $5,011-75.9% | $4,763-74.6% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $385 | $17,079-97.7% | $13,987-97.3% | $11,252-96.6% |