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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 | $5,370 | $185,199-97.1% | $142,874-96.2% | $167,518-96.8% |
| Participation rate | 19.0% | 78.5%-59.4pp | 72.0%-52.9pp | 82.1%-63.1pp |
| Annual return | 0.00% | 8556.90%-8556.9pp | 5638.58%-5638.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $0 | $5,606-100.0% | $4,145-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,019 | $4,495-77.3% | $3,838-73.4% | $6,342-83.9% |
| Admin fee / account holder | $316 | $8,031-96.1% | $6,561-95.2% | $12,312-97.4% |