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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 | $6,797 | $227,597-97.0% | $189,575-96.4% | $167,536-95.9% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.4%-40.9pp | 82.1%-44.6pp |
| Annual return | 0.00% | 78.44%-78.4pp | 64.19%-64.2pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,522 | $5,316-71.4% | $4,412-65.5% | $4,839-68.6% |
| Participant deferral / active EE | $2,077 | $7,002-70.3% | $6,174-66.4% | $6,342-67.2% |
| Admin fee / account holder | $672 | $11,877-94.3% | $9,806-93.1% | $12,315-94.5% |