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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 | $24,119 | $198,457-87.8% | $170,435-85.8% | $147,586-83.7% |
| Participation rate | 0.0% | 88.0%-88.0pp | 83.6%-83.6pp | 82.8%-82.8pp |
| Annual return | 16.54% | 257.30%-240.8pp | 205.94%-189.4pp | 578.59%-562.1pp |
| Employer contribution / active EE | $1,376 | $6,183-77.7% | $5,432-74.7% | $4,876-71.8% |
| Participant deferral / active EE | $2,265 | $5,629-59.8% | $4,939-54.1% | $5,439-58.4% |
| Admin fee / account holder | $1,197 | $16,852-92.9% | $13,881-91.4% | $10,886-89.0% |