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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 | $20,718 | $150,447-86.2% | $136,298-84.8% | $147,586-86.0% |
| Participation rate | 68.4% | 84.4%-16.0pp | 81.9%-13.5pp | 82.8%-14.4pp |
| Annual return | 18.80% | 1049.15%-1030.4pp | 5156.27%-5137.5pp | 578.59%-559.8pp |
| Employer contribution / active EE | $2,977 | $5,256-43.4% | $4,696-36.6% | $4,876-38.9% |
| Participant deferral / active EE | $5,206 | $6,631-21.5% | $6,247-16.7% | $5,439-4.3% |
| Admin fee / account holder | $5,893 | $10,906-46.0% | $9,244-36.2% | $10,886-45.9% |