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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 | $8,249 | $102,696-92.0% | $86,235-90.4% | $139,487-94.1% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.0%-9.0pp | 80.3%-20.3pp |
| Annual return | 43.72% | 1925.91%-1882.2pp | 1170.03%-1126.3pp | 373.84%-330.1pp |
| Employer contribution / active EE | $2,225 | $3,034-26.7% | $2,381-6.5% | $4,755-53.2% |
| Participant deferral / active EE | $2,705 | $4,679-42.2% | $3,987-32.1% | $6,713-59.7% |
| Admin fee / account holder | $2,328 | $8,667-73.1% | $6,856-66.0% | $11,407-79.6% |