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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 | $22,721 | $150,442-84.9% | $136,295-83.3% | $147,585-84.6% |
| Participation rate | 69.2% | 84.4%-15.2pp | 81.9%-12.7pp | 82.8%-13.6pp |
| Annual return | 118.06% | 1049.09%-931.0pp | 5155.97%-5037.9pp | 578.56%-460.5pp |
| Employer contribution / active EE | $4,425 | $5,256-15.8% | $4,695-5.8% | $4,876-9.3% |
| Participant deferral / active EE | $6,767 | $6,630+2.1% | $6,247+8.3% | $5,439+24.4% |
| Admin fee / account holder | $591 | $10,905-94.6% | $9,243-93.6% | $10,885-94.6% |