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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 | $17,996 | $144,130-87.5% | $117,861-84.7% | $147,586-87.8% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 0.00% | 531.20%-531.2pp | 335.11%-335.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $3,041 | $4,897-37.9% | $3,786-19.7% | $4,876-37.6% |
| Participant deferral / active EE | $13,677 | $5,316+157.3% | $4,482+205.1% | $5,439+151.5% |
| Admin fee / account holder | $9,000 | $10,887-17.3% | $8,021+12.2% | $10,886-17.3% |