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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 | $10,926 | $97,761-88.8% | $83,850-87.0% | $135,382-91.9% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | 0.00% | 1287.44%-1287.4pp | 850.92%-850.9pp | 519.77%-519.8pp |
| Employer contribution / active EE | $1,434 | $4,222-66.0% | $3,631-60.5% | $4,779-70.0% |
| Participant deferral / active EE | $4,545 | $4,682-2.9% | $4,082+11.3% | $5,609-19.0% |
| Admin fee / account holder | $362 | $6,674-94.6% | $5,478-93.4% | $10,829-96.7% |