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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 | $3,468 | $75,962-95.4% | $154,108-97.7% | $64,173-94.6% |
| Participation rate | 27.0% | 70.4%-43.4pp | 83.0%-56.0pp | 69.6%-42.5pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.21%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,112 | $3,175-65.0% | $5,081-78.1% | $3,470-68.0% |
| Admin fee / account holder | $3,608 | $5,589-35.4% | $13,411-73.1% | $4,887-26.2% |