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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 | $3,876 | $114,093-96.6% | $96,171-96.0% | $167,536-97.7% |
| Participation rate | 63.6% | 75.1%-11.4pp | 68.4%-4.8pp | 82.1%-18.5pp |
| Annual return | 0.00% | 190.00%-190.0pp | 192.04%-192.0pp | 478.82%-478.8pp |
| Employer contribution / active EE | $873 | $3,429-74.5% | $2,799-68.8% | $4,839-82.0% |
| Participant deferral / active EE | $1,720 | $5,197-66.9% | $4,350-60.5% | $6,342-72.9% |
| Admin fee / account holder | $384 | $6,899-94.4% | $5,538-93.1% | $12,315-96.9% |