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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 | $8,342 | $73,546-88.7% | $63,018-86.8% | $147,586-94.3% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.8%-34.8pp | 82.8%-42.8pp |
| Annual return | 0.00% | 175.56%-175.6pp | 87.62%-87.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,280 | $3,324-61.5% | $2,761-53.7% | $4,876-73.8% |
| Participant deferral / active EE | $2,148 | $4,185-48.7% | $3,330-35.5% | $5,439-60.5% |
| Admin fee / account holder | $897 | $5,956-84.9% | $3,601-75.1% | $10,886-91.8% |