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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 | $23,889 | $150,447-84.1% | $136,298-82.5% | $147,586-83.8% |
| Participation rate | 68.4% | 84.4%-16.0pp | 81.9%-13.5pp | 82.8%-14.4pp |
| Annual return | 16.92% | 1049.15%-1032.2pp | 5156.27%-5139.3pp | 578.59%-561.7pp |
| Employer contribution / active EE | $1,485 | $5,256-71.8% | $4,696-68.4% | $4,876-69.6% |
| Participant deferral / active EE | $5,975 | $6,631-9.9% | $6,247-4.4% | $5,439+9.9% |
| Admin fee / account holder | $1,871 | $10,906-82.8% | $9,244-79.8% | $10,886-82.8% |