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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 | $23,360 | $202,326-88.5% | $172,745-86.5% | $152,870-84.7% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 21.32% | 1029.72%-1008.4pp | 802.90%-781.6pp | 345.34%-324.0pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,258 | $5,948-62.0% | $5,197-56.6% | $5,850-61.4% |
| Admin fee / account holder | $2,829 | $17,110-83.5% | $13,954-79.7% | $11,597-75.6% |