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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 | $18,502 | $138,076-86.6% | $123,553-85.0% | $135,380-86.3% |
| Participation rate | 58.8% | 84.7%-25.9pp | 82.3%-23.5pp | 82.6%-23.8pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $3,131 | $5,152-39.2% | $4,628-32.4% | $4,779-34.5% |
| Participant deferral / active EE | $3,220 | $6,800-52.7% | $6,426-49.9% | $5,609-42.6% |
| Admin fee / account holder | $3,299 | $10,917-69.8% | $9,284-64.5% | $10,828-69.5% |