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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 | $12,286 | $176,077-93.0% | $159,455-92.3% | $167,518-92.7% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 107.70% | 331.83%-224.1pp | 263.63%-155.9pp | 478.71%-371.0pp |
| Employer contribution / active EE | $1,902 | $5,298-64.1% | $4,830-60.6% | $4,838-60.7% |
| Participant deferral / active EE | $7,340 | $7,751-5.3% | $7,353-0.2% | $6,342+15.7% |
| Admin fee / account holder | $942 | $12,556-92.5% | $10,800-91.3% | $12,312-92.3% |