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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 | $28,655 | $209,888-86.3% | $189,545-84.9% | $167,553-82.9% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 0.00% | 748.66%-748.7pp | 555.36%-555.4pp | 478.89%-478.9pp |
| Employer contribution / active EE | $7,190 | $6,915+4.0% | $6,162+16.7% | $4,840+48.6% |
| Participant deferral / active EE | $7,413 | $8,934-17.0% | $8,220-9.8% | $6,343+16.9% |
| Admin fee / account holder | $1,436 | $14,300-90.0% | $12,049-88.1% | $12,316-88.3% |