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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 | $15,629 | $202,342-92.3% | $172,753-91.0% | $152,909-89.8% |
| Participation rate | 68.2% | 87.1%-18.9pp | 82.6%-14.5pp | 82.5%-14.3pp |
| Annual return | 73.77% | 1029.88%-956.1pp | 803.00%-729.2pp | 345.46%-271.7pp |
| Employer contribution / active EE | $2,234 | $5,857-61.9% | $5,144-56.6% | $4,764-53.1% |
| Participant deferral / active EE | $5,693 | $5,948-4.3% | $5,198+9.5% | $5,851-2.7% |
| Admin fee / account holder | $558 | $17,112-96.7% | $13,956-96.0% | $11,601-95.2% |