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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 | $23,936 | $202,342-88.2% | $172,752-86.1% | $152,897-84.3% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 31.35% | 1029.83%-998.5pp | 802.97%-771.6pp | 345.43%-314.1pp |
| Employer contribution / active EE | $1,876 | $5,858-68.0% | $5,144-63.5% | $4,764-60.6% |
| Participant deferral / active EE | $4,756 | $5,948-20.0% | $5,198-8.5% | $5,851-18.7% |
| Admin fee / account holder | $802 | $17,111-95.3% | $13,955-94.3% | $11,599-93.1% |