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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 | $23,738 | $209,428-88.7% | $178,498-86.7% | $158,950-85.1% |
| Participation rate | 0.0% | 86.4%-86.4pp | 81.9%-81.9pp | 82.0%-82.0pp |
| Annual return | 19.25% | 188.78%-169.5pp | 151.09%-131.8pp | 302.91%-283.7pp |
| Employer contribution / active EE | $1,749 | $5,707-69.4% | $5,011-65.1% | $4,762-63.3% |
| Participant deferral / active EE | $4,126 | $5,955-30.7% | $5,202-20.7% | $5,983-31.0% |
| Admin fee / account holder | $1,105 | $17,077-93.5% | $13,985-92.1% | $11,248-90.2% |