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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 | $8,924 | $85,766-89.6% | $136,297-93.5% | $70,124-87.3% |
| Participation rate | 45.7% | 74.2%-28.4pp | 81.9%-36.2pp | 69.5%-23.8pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5156.19%-5156.2pp | 73.14%-73.1pp |
| Employer contribution / active EE | $532 | $2,966-82.0% | $4,696-88.7% | $2,342-77.3% |
| Participant deferral / active EE | $4,265 | $5,051-15.6% | $6,247-31.7% | $3,332+28.0% |
| Admin fee / account holder | $1,139 | $5,420-79.0% | $9,244-87.7% | $4,645-75.5% |