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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 | $30,475 | $209,874-85.5% | $189,537-83.9% | $167,536-81.8% |
| Participation rate | 58.3% | 88.7%-30.3pp | 87.8%-29.5pp | 82.1%-23.8pp |
| Annual return | 17.28% | 748.61%-731.3pp | 555.34%-538.1pp | 478.82%-461.5pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $8,032 | $8,934-10.1% | $8,220-2.3% | $6,342+26.6% |
| Admin fee / account holder | $1,683 | $14,299-88.2% | $12,048-86.0% | $12,315-86.3% |