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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 | $17,289 | $150,442-88.5% | $136,295-87.3% | $147,585-88.3% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 19.25% | 1049.09%-1029.8pp | 5155.97%-5136.7pp | 578.56%-559.3pp |
| Employer contribution / active EE | $1,923 | $5,256-63.4% | $4,695-59.0% | $4,876-60.6% |
| Participant deferral / active EE | $2,615 | $6,630-60.6% | $6,247-58.1% | $5,439-51.9% |
| Admin fee / account holder | $2,830 | $10,905-74.0% | $9,243-69.4% | $10,885-74.0% |