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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 | $7,865 | $99,031-92.1% | $86,597-90.9% | $147,585-94.7% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 73.36% | 1312.56%-1239.2pp | 964.96%-891.6pp | 578.57%-505.2pp |
| Employer contribution / active EE | $1,782 | $3,132-43.1% | $2,840-37.2% | $4,876-63.5% |
| Participant deferral / active EE | $3,308 | $3,972-16.7% | $3,609-8.3% | $5,439-39.2% |
| Admin fee / account holder | $836 | $5,711-85.4% | $4,906-83.0% | $10,885-92.3% |