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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 | $5,851 | $169,336-96.5% | $129,384-95.5% | $145,884-96.0% |
| Participation rate | 27.8% | 76.5%-48.7pp | 69.6%-41.9pp | 80.3%-52.5pp |
| Annual return | 12.17% | 14408.70%-14396.5pp | 9461.77%-9449.6pp | 551.85%-539.7pp |
| Employer contribution / active EE | $530 | $5,540-90.4% | $4,153-87.2% | $4,662-88.6% |
| Participant deferral / active EE | $809 | $4,985-83.8% | $4,166-80.6% | $6,690-87.9% |
| Admin fee / account holder | $1,115 | $9,912-88.8% | $7,686-85.5% | $13,392-91.7% |