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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 | $16,565 | $150,447-89.0% | $136,298-87.8% | $147,586-88.8% |
| Participation rate | 41.2% | 84.4%-43.2pp | 81.9%-40.7pp | 82.8%-41.7pp |
| Annual return | 26.09% | 1049.15%-1023.1pp | 5156.27%-5130.2pp | 578.59%-552.5pp |
| Employer contribution / active EE | $1,493 | $5,256-71.6% | $4,696-68.2% | $4,876-69.4% |
| Participant deferral / active EE | $2,486 | $6,631-62.5% | $6,247-60.2% | $5,439-54.3% |
| Admin fee / account holder | $1,992 | $10,906-81.7% | $9,244-78.5% | $10,886-81.7% |