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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 | $2,846 | $148,623-98.1% | $135,974-97.9% | $139,466-98.0% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 132.08% | 79.30%+52.8pp | 68.30%+63.8pp | 373.66%-241.6pp |
| Employer contribution / active EE | $6,100 | $5,246+16.3% | $4,859+25.5% | $4,754+28.3% |
| Participant deferral / active EE | $9,000 | $8,103+11.1% | $7,760+16.0% | $6,712+34.1% |
| Admin fee / account holder | $46,454 | $12,406+274.5% | $10,767+331.5% | $11,409+307.2% |