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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 | $12,084 | $150,447-92.0% | $136,298-91.1% | $147,586-91.8% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 22.71% | 1049.15%-1026.4pp | 5156.27%-5133.6pp | 578.59%-555.9pp |
| Employer contribution / active EE | $1,256 | $5,256-76.1% | $4,696-73.3% | $4,876-74.2% |
| Participant deferral / active EE | $2,890 | $6,631-56.4% | $6,247-53.7% | $5,439-46.9% |
| Admin fee / account holder | $1,822 | $10,906-83.3% | $9,244-80.3% | $10,886-83.3% |