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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 | $11,980 | $97,732-87.7% | $83,831-85.7% | $135,380-91.2% |
| Participation rate | 45.5% | 80.0%-34.5pp | 76.1%-30.7pp | 82.6%-37.2pp |
| Annual return | -8.26% | 1287.56%-1295.8pp | 850.99%-859.2pp | 519.81%-528.1pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,123 | $4,683-54.7% | $4,082-48.0% | $5,609-62.2% |
| Admin fee / account holder | $624 | $6,675-90.7% | $5,479-88.6% | $10,828-94.2% |