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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 | $18,542 | $150,447-87.7% | $136,298-86.4% | $147,586-87.4% |
| Participation rate | 42.9% | 84.4%-41.6pp | 81.9%-39.1pp | 82.8%-40.0pp |
| Annual return | 23.17% | 1049.15%-1026.0pp | 5156.27%-5133.1pp | 578.59%-555.4pp |
| Employer contribution / active EE | $1,340 | $5,256-74.5% | $4,696-71.5% | $4,876-72.5% |
| Participant deferral / active EE | $3,253 | $6,631-50.9% | $6,247-47.9% | $5,439-40.2% |
| Admin fee / account holder | $2,056 | $10,906-81.2% | $9,244-77.8% | $10,886-81.1% |