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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 | $23,294 | $202,345-88.5% | $172,755-86.5% | $152,885-84.8% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 25.43% | 1029.77%-1004.3pp | 802.94%-777.5pp | 345.39%-320.0pp |
| Employer contribution / active EE | $2,620 | $5,858-55.3% | $5,144-49.1% | $4,763-45.0% |
| Participant deferral / active EE | $5,686 | $5,948-4.4% | $5,198+9.4% | $5,851-2.8% |
| Admin fee / account holder | $329 | $17,111-98.1% | $13,955-97.6% | $11,598-97.2% |