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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 | $9,991 | $112,933-91.2% | $90,970-89.0% | $158,982-93.7% |
| Participation rate | 35.3% | 74.7%-39.4pp | 69.0%-33.7pp | 82.0%-46.7pp |
| Annual return | 0.00% | 215.82%-215.8pp | 134.60%-134.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $621 | $2,893-78.6% | $2,122-70.8% | $4,763-87.0% |
| Participant deferral / active EE | $2,303 | $4,128-44.2% | $3,373-31.7% | $5,983-61.5% |
| Admin fee / account holder | $392 | $8,047-95.1% | $5,961-93.4% | $11,252-96.5% |