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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 | $18,079 | $176,688-89.8% | $130,660-86.2% | $152,897-88.2% |
| Participation rate | 37.5% | 79.0%-41.5pp | 71.7%-34.2pp | 82.5%-45.0pp |
| Annual return | 31.24% | 2693.08%-2661.8pp | 1709.29%-1678.1pp | 345.43%-314.2pp |
| Employer contribution / active EE | $856 | $5,743-85.1% | $4,092-79.1% | $4,764-82.0% |
| Participant deferral / active EE | $3,319 | $4,362-23.9% | $3,603-7.9% | $5,851-43.3% |
| Admin fee / account holder | $2,301 | $7,131-67.7% | $5,463-57.9% | $11,599-80.2% |