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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 | $6,026 | $111,535-94.6% | $105,223-94.3% | $137,256-95.6% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.0%-20.5pp | 80.0%-25.4pp |
| Annual return | 0.00% | 237.85%-237.9pp | 180.65%-180.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,150 | $3,939-70.8% | $3,689-68.8% | $4,156-72.3% |
| Participant deferral / active EE | $2,625 | $5,500-52.3% | $5,072-48.2% | $6,407-59.0% |
| Admin fee / account holder | $1,555 | $9,721-84.0% | $8,859-82.4% | $12,270-87.3% |