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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 | $32,363 | $171,867-81.2% | $149,721-78.4% | $147,586-78.1% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 34.46% | 2113.36%-2078.9pp | 1501.67%-1467.2pp | 578.59%-544.1pp |
| Employer contribution / active EE | $2,851 | $6,275-54.6% | $5,444-47.6% | $4,876-41.5% |
| Participant deferral / active EE | $5,665 | $7,270-22.1% | $6,568-13.7% | $5,439+4.2% |
| Admin fee / account holder | $638 | $13,799-95.4% | $11,282-94.3% | $10,886-94.1% |