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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 | $10,114 | $52,519-80.7% | $155,789-93.5% | $59,633-83.0% |
| Participation rate | 47.3% | 61.7%-14.4pp | 76.1%-28.8pp | 68.7%-21.4pp |
| Annual return | 0.00% | 53.51%-53.5pp | 71.54%-71.5pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $992 | $1,589-37.6% | $3,839-74.2% | $2,203-55.0% |
| Participant deferral / active EE | $3,080 | $3,084-0.1% | $4,798-35.8% | $3,192-3.5% |
| Admin fee / account holder | $515 | $3,540-85.5% | $7,477-93.1% | $4,297-88.0% |