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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 | $7,358 | $138,102-94.7% | $125,381-94.1% | $134,532-94.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,895 | $5,245-63.9% | $4,815-60.7% | $4,741-60.0% |
| Participant deferral / active EE | $4,767 | $7,801-38.9% | $7,448-36.0% | $6,401-25.5% |
| Admin fee / account holder | $4,924 | $11,568-57.4% | $10,007-50.8% | $11,429-56.9% |