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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 | $21,947 | $150,447-85.4% | $136,298-83.9% | $147,586-85.1% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 11.22% | 1049.15%-1037.9pp | 5156.27%-5145.0pp | 578.59%-567.4pp |
| Employer contribution / active EE | $1,964 | $5,256-62.6% | $4,696-58.2% | $4,876-59.7% |
| Participant deferral / active EE | $2,609 | $6,631-60.7% | $6,247-58.2% | $5,439-52.0% |
| Admin fee / account holder | $1,200 | $10,906-89.0% | $9,244-87.0% | $10,886-89.0% |