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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 | $5,229 | $96,678-94.6% | $86,640-94.0% | $139,466-96.3% |
| Participation rate | 58.8% | 74.4%-15.6pp | 71.7%-12.9pp | 80.3%-21.5pp |
| Annual return | 0.00% | 106.69%-106.7pp | 592.52%-592.5pp | 373.66%-373.7pp |
| Employer contribution / active EE | $832 | $3,265-74.5% | $3,024-72.5% | $4,754-82.5% |
| Participant deferral / active EE | $2,146 | $4,837-55.6% | $4,438-51.7% | $6,712-68.0% |
| Admin fee / account holder | $301 | $6,410-95.3% | $5,616-94.6% | $11,409-97.4% |