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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 | $24,170 | $202,342-88.1% | $172,752-86.0% | $152,897-84.2% |
| Participation rate | 63.6% | 87.1%-23.4pp | 82.6%-19.0pp | 82.5%-18.8pp |
| Annual return | 18.07% | 1029.83%-1011.8pp | 802.97%-784.9pp | 345.43%-327.4pp |
| Employer contribution / active EE | $1,830 | $5,858-68.8% | $5,144-64.4% | $4,764-61.6% |
| Participant deferral / active EE | $2,777 | $5,948-53.3% | $5,198-46.6% | $5,851-52.5% |
| Admin fee / account holder | $1,152 | $17,111-93.3% | $13,955-91.7% | $11,599-90.1% |