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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 | $16,202 | $150,447-89.2% | $136,298-88.1% | $147,586-89.0% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 20.86% | 1049.15%-1028.3pp | 5156.27%-5135.4pp | 578.59%-557.7pp |
| Employer contribution / active EE | $2,204 | $5,256-58.1% | $4,696-53.1% | $4,876-54.8% |
| Participant deferral / active EE | $3,692 | $6,631-44.3% | $6,247-40.9% | $5,439-32.1% |
| Admin fee / account holder | $6,311 | $10,906-42.1% | $9,244-31.7% | $10,886-42.0% |