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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 | $4,790 | $97,729-95.1% | $83,830-94.3% | $135,379-96.5% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | 0.00% | 1287.52%-1287.5pp | 850.97%-851.0pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,653 | $4,222-60.9% | $3,631-54.5% | $4,779-65.4% |
| Participant deferral / active EE | $2,203 | $4,683-53.0% | $4,082-46.0% | $5,609-60.7% |
| Admin fee / account holder | $501 | $6,674-92.5% | $5,479-90.9% | $10,828-95.4% |