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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 | $21,658 | $202,342-89.3% | $172,752-87.5% | $152,897-85.8% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.5%-25.3pp |
| Annual return | 251.55% | 1029.83%-778.3pp | 802.97%-551.4pp | 345.43%-93.9pp |
| Employer contribution / active EE | $2,286 | $5,858-61.0% | $5,144-55.6% | $4,764-52.0% |
| Participant deferral / active EE | $3,479 | $5,948-41.5% | $5,198-33.1% | $5,851-40.5% |
| Admin fee / account holder | $332 | $17,111-98.1% | $13,955-97.6% | $11,599-97.1% |