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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 | $11,855 | $150,447-92.1% | $136,298-91.3% | $147,586-92.0% |
| Participation rate | 27.3% | 84.4%-57.1pp | 81.9%-54.6pp | 82.8%-55.6pp |
| Annual return | 149.35% | 1049.15%-899.8pp | 5156.27%-5006.9pp | 578.59%-429.2pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,409 | $6,631-63.7% | $6,247-61.4% | $5,439-55.7% |
| Admin fee / account holder | $1,268 | $10,906-88.4% | $9,244-86.3% | $10,886-88.4% |