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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 | $8,887 | $150,447-94.1% | $136,298-93.5% | $147,586-94.0% |
| Participation rate | 61.9% | 84.4%-22.5pp | 81.9%-20.0pp | 82.8%-20.9pp |
| Annual return | 206.73% | 1049.15%-842.4pp | 5156.27%-4949.5pp | 578.59%-371.9pp |
| Employer contribution / active EE | $1,090 | $5,256-79.3% | $4,696-76.8% | $4,876-77.7% |
| Participant deferral / active EE | $2,830 | $6,631-57.3% | $6,247-54.7% | $5,439-48.0% |
| Admin fee / account holder | $1,402 | $10,906-87.1% | $9,244-84.8% | $10,886-87.1% |