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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 | $15,503 | $107,363-85.6% | $92,909-83.3% | $152,897-89.9% |
| Participation rate | 58.3% | 79.8%-21.5pp | 76.0%-17.7pp | 82.5%-24.1pp |
| Annual return | 0.00% | 145.63%-145.6pp | 109.44%-109.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,198 | $4,222-71.6% | $3,653-67.2% | $4,764-74.8% |
| Participant deferral / active EE | $3,984 | $4,848-17.8% | $4,238-6.0% | $5,851-31.9% |
| Admin fee / account holder | $1,042 | $7,082-85.3% | $5,795-82.0% | $11,599-91.0% |