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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 | $4,707 | $60,128-92.2% | $90,440-94.8% | $79,852-94.1% |
| Participation rate | 47.6% | 65.0%-17.4pp | 72.7%-25.1pp | 69.6%-22.0pp |
| Annual return | 0.00% | 71.95%-71.9pp | 1294.38%-1294.4pp | 31.72%-31.7pp |
| Employer contribution / active EE | $946 | $2,068-54.3% | $3,263-71.0% | $2,471-61.7% |
| Participant deferral / active EE | $1,834 | $2,939-37.6% | $3,964-53.7% | $3,740-51.0% |
| Admin fee / account holder | $599 | $3,977-84.9% | $5,615-89.3% | $5,306-88.7% |