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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 | $5,492 | $95,406-94.2% | $185,849-97.0% | $85,847-93.6% |
| Participation rate | 17.9% | 68.8%-50.9pp | 81.7%-63.9pp | 69.3%-51.5pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.10%-122.1pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,005 | $3,424-70.6% | $5,569-82.0% | $3,952-74.6% |
| Admin fee / account holder | $469 | $7,214-93.5% | $16,244-97.1% | $6,261-92.5% |