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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 | $6,135 | $30,732-80.0% | $59,496-89.7% | $59,633-89.7% |
| Participation rate | 26.7% | 43.2%-16.5pp | 54.6%-27.9pp | 68.7%-42.0pp |
| Annual return | 0.00% | 4.47%-4.5pp | 182.05%-182.0pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,237 | $631+96.1% | $1,153+7.3% | $2,203-43.8% |
| Participant deferral / active EE | $2,535 | $1,183+114.3% | $1,829+38.6% | $3,192-20.6% |
| Admin fee / account holder | $838 | $2,136-60.8% | $2,232-62.5% | $4,297-80.5% |