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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 | $6,553 | $114,093-94.3% | $96,171-93.2% | $167,536-96.1% |
| Participation rate | 63.6% | 75.1%-11.4pp | 68.4%-4.8pp | 82.1%-18.5pp |
| Annual return | 0.00% | 190.00%-190.0pp | 192.04%-192.0pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,717 | $3,429-49.9% | $2,799-38.6% | $4,839-64.5% |
| Participant deferral / active EE | $2,529 | $5,197-51.3% | $4,350-41.9% | $6,342-60.1% |
| Admin fee / account holder | $402 | $6,899-94.2% | $5,538-92.7% | $12,315-96.7% |