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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 | $19,069 | $202,342-90.6% | $172,752-89.0% | $152,897-87.5% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 25.52% | 1029.83%-1004.3pp | 802.97%-777.5pp | 345.43%-319.9pp |
| Employer contribution / active EE | $1,345 | $5,858-77.0% | $5,144-73.9% | $4,764-71.8% |
| Participant deferral / active EE | $3,854 | $5,948-35.2% | $5,198-25.9% | $5,851-34.1% |
| Admin fee / account holder | $477 | $17,111-97.2% | $13,955-96.6% | $11,599-95.9% |