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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 | $7,148 | $197,637-96.4% | $177,848-96.0% | $158,982-95.5% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 0.00% | 58.77%-58.8pp | 48.33%-48.3pp | 302.99%-303.0pp |
| Employer contribution / active EE | $4,292 | $6,698-35.9% | $5,919-27.5% | $4,763-9.9% |
| Participant deferral / active EE | $4,292 | $8,405-48.9% | $7,714-44.4% | $5,983-28.3% |
| Admin fee / account holder | $6,039 | $15,406-60.8% | $12,431-51.4% | $11,252-46.3% |