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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 | $18,694 | $202,342-90.8% | $172,753-89.2% | $152,909-87.8% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 29.61% | 1029.88%-1000.3pp | 803.00%-773.4pp | 345.46%-315.9pp |
| Employer contribution / active EE | $2,351 | $5,857-59.9% | $5,144-54.3% | $4,764-50.6% |
| Participant deferral / active EE | $4,142 | $5,948-30.4% | $5,198-20.3% | $5,851-29.2% |
| Admin fee / account holder | $320 | $17,112-98.1% | $13,956-97.7% | $11,601-97.2% |