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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 | $11,477 | $89,364-87.2% | $141,177-91.9% | $72,983-84.3% |
| Participation rate | 68.8% | 75.1%-6.4pp | 82.5%-13.7pp | 69.5%-0.7pp |
| Annual return | 0.00% | 111.86%-111.9pp | 71.40%-71.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $2,864 | $3,115-8.1% | $4,736-39.5% | $2,440+17.4% |
| Participant deferral / active EE | $6,448 | $5,419+19.0% | $6,710-3.9% | $3,608+78.7% |
| Admin fee / account holder | $374 | $5,959-93.7% | $10,263-96.4% | $5,124-92.7% |