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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 | $23,280 | $150,447-84.5% | $136,298-82.9% | $147,586-84.2% |
| Participation rate | 59.1% | 84.4%-25.3pp | 81.9%-22.8pp | 82.8%-23.7pp |
| Annual return | 19.96% | 1049.15%-1029.2pp | 5156.27%-5136.3pp | 578.59%-558.6pp |
| Employer contribution / active EE | $1,480 | $5,256-71.8% | $4,696-68.5% | $4,876-69.6% |
| Participant deferral / active EE | $2,290 | $6,631-65.5% | $6,247-63.3% | $5,439-57.9% |
| Admin fee / account holder | $1,184 | $10,906-89.1% | $9,244-87.2% | $10,886-89.1% |