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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 | $19,910 | $150,446-86.8% | $136,297-85.4% | $147,585-86.5% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 18.82% | 1049.14%-1030.3pp | 5156.19%-5137.4pp | 578.58%-559.8pp |
| Employer contribution / active EE | $1,235 | $5,256-76.5% | $4,696-73.7% | $4,876-74.7% |
| Participant deferral / active EE | $2,425 | $6,631-63.4% | $6,247-61.2% | $5,439-55.4% |
| Admin fee / account holder | $398 | $10,906-96.4% | $9,244-95.7% | $10,886-96.3% |