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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 | $5,034 | $99,644-94.9% | $86,438-94.2% | $134,532-96.3% |
| Participation rate | 54.5% | 82.1%-27.5pp | 80.3%-25.8pp | 81.2%-26.7pp |
| Annual return | -12.44% | 6787.26%-6799.7pp | 4397.19%-4409.6pp | 418.27%-430.7pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,444 | $7,247-66.3% | $6,952-64.9% | $6,401-61.8% |
| Admin fee / account holder | $1,458 | $8,375-82.6% | $6,733-78.4% | $11,429-87.2% |