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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 | $16,645 | $150,446-88.9% | $136,297-87.8% | $147,585-88.7% |
| Participation rate | 58.3% | 84.4%-26.1pp | 81.9%-23.6pp | 82.8%-24.5pp |
| Annual return | 27.87% | 1049.14%-1021.3pp | 5156.19%-5128.3pp | 578.58%-550.7pp |
| Employer contribution / active EE | $1,844 | $5,256-64.9% | $4,696-60.7% | $4,876-62.2% |
| Participant deferral / active EE | $3,476 | $6,631-47.6% | $6,247-44.4% | $5,439-36.1% |
| Admin fee / account holder | $2,343 | $10,906-78.5% | $9,244-74.7% | $10,886-78.5% |