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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 | $21,425 | $165,399-87.0% | $149,745-85.7% | $158,982-86.5% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 1980.81% | 348.34%+1632.5pp | 276.72%+1704.1pp | 302.99%+1677.8pp |
| Employer contribution / active EE | $1,784 | $5,105-65.1% | $4,646-61.6% | $4,763-62.5% |
| Participant deferral / active EE | $6,571 | $7,183-8.5% | $6,843-4.0% | $5,983+9.8% |
| Admin fee / account holder | $1,784 | $10,811-83.5% | $9,312-80.8% | $11,252-84.1% |