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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 | $9,677 | $217,432-95.5% | $185,849-94.8% | $167,536-94.2% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 0.00% | 148.42%-148.4pp | 122.10%-122.1pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,453 | $5,875-75.3% | $5,169-71.9% | $4,839-70.0% |
| Participant deferral / active EE | $4,849 | $6,357-23.7% | $5,569-12.9% | $6,342-23.5% |
| Admin fee / account holder | $412 | $19,818-97.9% | $16,244-97.5% | $12,315-96.7% |