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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 | $22,384 | $150,447-85.1% | $136,298-83.6% | $147,586-84.8% |
| Participation rate | 64.7% | 84.4%-19.7pp | 81.9%-17.2pp | 82.8%-18.1pp |
| Annual return | 13.18% | 1049.15%-1036.0pp | 5156.27%-5143.1pp | 578.59%-565.4pp |
| Employer contribution / active EE | $2,719 | $5,256-48.3% | $4,696-42.1% | $4,876-44.2% |
| Participant deferral / active EE | $5,103 | $6,631-23.0% | $6,247-18.3% | $5,439-6.2% |
| Admin fee / account holder | $506 | $10,906-95.4% | $9,244-94.5% | $10,886-95.4% |