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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 | $4,402 | $147,727-97.0% | $115,756-96.2% | $134,532-96.7% |
| Participation rate | 66.7% | 80.4%-13.8pp | 77.1%-10.4pp | 81.2%-14.6pp |
| Annual return | 0.00% | 73.96%-74.0pp | 143.14%-143.1pp | 418.27%-418.3pp |
| Employer contribution / active EE | $0 | $4,713-100.0% | $3,793-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,938 | $7,563-61.2% | $6,254-53.0% | $6,401-54.1% |
| Admin fee / account holder | $716 | $14,571-95.1% | $8,124-91.2% | $11,429-93.7% |