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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 | $29,281 | $202,342-85.5% | $172,753-83.1% | $152,909-80.9% |
| Participation rate | 64.3% | 87.1%-22.8pp | 82.6%-18.4pp | 82.5%-18.2pp |
| Annual return | 28.04% | 1029.88%-1001.8pp | 803.00%-775.0pp | 345.46%-317.4pp |
| Employer contribution / active EE | $1,577 | $5,857-73.1% | $5,144-69.3% | $4,764-66.9% |
| Participant deferral / active EE | $4,691 | $5,948-21.1% | $5,198-9.7% | $5,851-19.8% |
| Admin fee / account holder | $2,471 | $17,112-85.6% | $13,956-82.3% | $11,601-78.7% |