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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 | $17,399 | $112,121-84.5% | $95,960-81.9% | $158,966-89.1% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 0.00% | 171.16%-171.2pp | 91.63%-91.6pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,866 | $3,199-41.7% | $2,541-26.6% | $4,762-60.8% |
| Participant deferral / active EE | $5,644 | $4,784+18.0% | $4,167+35.4% | $5,983-5.7% |
| Admin fee / account holder | $610 | $10,135-94.0% | $6,797-91.0% | $11,250-94.6% |