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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 | $32,302 | $171,867-81.2% | $149,718-78.4% | $147,585-78.1% |
| Participation rate | 68.4% | 88.2%-19.8pp | 87.1%-18.6pp | 82.8%-14.4pp |
| Annual return | 13.36% | 2113.36%-2100.0pp | 1501.70%-1488.3pp | 578.57%-565.2pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,050 | $7,270-58.1% | $6,568-53.6% | $5,439-43.9% |
| Admin fee / account holder | $745 | $13,799-94.6% | $11,283-93.4% | $10,885-93.2% |