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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 | $11,524 | $171,867-93.3% | $149,716-92.3% | $147,585-92.2% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 22.41% | 2113.36%-2091.0pp | 1501.67%-1479.3pp | 578.58%-556.2pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,343 | $7,270-40.3% | $6,568-33.9% | $5,439-20.1% |
| Admin fee / account holder | $2,023 | $13,799-85.3% | $11,282-82.1% | $10,886-81.4% |