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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 | $5,985 | $81,664-92.7% | $70,476-91.5% | $158,966-96.2% |
| Participation rate | 66.7% | 77.7%-11.1pp | 75.1%-8.4pp | 82.0%-15.3pp |
| Annual return | 0.00% | 208.59%-208.6pp | 109.12%-109.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,201 | $3,219-62.7% | $2,738-56.1% | $4,762-74.8% |
| Participant deferral / active EE | $2,647 | $4,556-41.9% | $3,710-28.7% | $5,983-55.8% |
| Admin fee / account holder | $675 | $6,197-89.1% | $3,847-82.5% | $11,250-94.0% |