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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 | $20,775 | $217,432-90.4% | $185,849-88.8% | $167,536-87.6% |
| Participation rate | 23.1% | 86.1%-63.0pp | 81.7%-58.6pp | 82.1%-59.0pp |
| Annual return | 17.42% | 148.42%-131.0pp | 122.10%-104.7pp | 478.82%-461.4pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,885 | $6,357-54.6% | $5,569-48.2% | $6,342-54.5% |
| Admin fee / account holder | $814 | $19,818-95.9% | $16,244-95.0% | $12,315-93.4% |