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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 | $24,543 | $209,888-88.3% | $189,545-87.1% | $167,553-85.4% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 12.47% | 748.66%-736.2pp | 555.36%-542.9pp | 478.89%-466.4pp |
| Employer contribution / active EE | $2,400 | $6,915-65.3% | $6,162-61.1% | $4,840-50.4% |
| Participant deferral / active EE | $4,988 | $8,934-44.2% | $8,220-39.3% | $6,343-21.4% |
| Admin fee / account holder | $5,751 | $14,300-59.8% | $12,049-52.3% | $12,316-53.3% |