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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 | $22,733 | $150,446-84.9% | $136,297-83.3% | $147,585-84.6% |
| Participation rate | 69.2% | 84.4%-15.2pp | 81.9%-12.7pp | 82.8%-13.6pp |
| Annual return | 26.53% | 1049.14%-1022.6pp | 5156.19%-5129.7pp | 578.58%-552.1pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,439 | $6,631+42.3% | $6,247+51.1% | $5,439+73.5% |
| Admin fee / account holder | $4,203 | $10,906-61.5% | $9,244-54.5% | $10,886-61.4% |