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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 | $12,324 | $107,363-88.5% | $92,909-86.7% | $152,897-91.9% |
| Participation rate | 63.6% | 79.8%-16.2pp | 76.0%-12.4pp | 82.5%-18.8pp |
| Annual return | 18.33% | 145.63%-127.3pp | 109.44%-91.1pp | 345.43%-327.1pp |
| Employer contribution / active EE | $10,531 | $4,222+149.4% | $3,653+188.2% | $4,764+121.1% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,767 | $7,082-75.1% | $5,795-69.5% | $11,599-84.8% |