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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 | $4,923 | $95,895-94.9% | $79,576-93.8% | $134,509-96.3% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | 0.00% | -2.72%+2.7pp | 0.15%-0.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,463 | $3,128-53.2% | $2,413-39.4% | $4,741-69.1% |
| Participant deferral / active EE | $2,071 | $4,693-55.9% | $3,985-48.0% | $6,400-67.6% |
| Admin fee / account holder | $813 | $9,129-91.1% | $6,834-88.1% | $11,427-92.9% |