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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 | $22,005 | $152,619-85.6% | $125,195-82.4% | $152,909-85.6% |
| Participation rate | 61.5% | 83.3%-21.8pp | 79.8%-18.2pp | 82.5%-20.9pp |
| Annual return | 0.00% | 54.85%-54.8pp | 43.79%-43.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $3,540 | $4,947-28.4% | $3,866-8.4% | $4,764-25.7% |
| Participant deferral / active EE | $4,976 | $5,869-15.2% | $4,937+0.8% | $5,851-15.0% |
| Admin fee / account holder | $929 | $13,437-93.1% | $9,704-90.4% | $11,601-92.0% |