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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 | $10,343 | $185,225-94.4% | $142,898-92.8% | $167,553-93.8% |
| Participation rate | 27.8% | 78.5%-50.7pp | 72.0%-44.2pp | 82.1%-54.3pp |
| Annual return | 136.04% | 8558.12%-8422.1pp | 5639.64%-5503.6pp | 478.89%-342.9pp |
| Employer contribution / active EE | $280 | $5,607-95.0% | $4,146-93.2% | $4,840-94.2% |
| Participant deferral / active EE | $1,983 | $4,496-55.9% | $3,838-48.3% | $6,343-68.7% |
| Admin fee / account holder | $629 | $8,032-92.2% | $6,560-90.4% | $12,316-94.9% |