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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 | $899 | $93,117-99.0% | $77,096-98.8% | $134,532-99.3% |
| Participation rate | 0.0% | 74.5%-74.5pp | 67.9%-67.9pp | 81.2%-81.2pp |
| Annual return | -17.87% | 62.67%-80.5pp | 42.35%-60.2pp | 418.27%-436.1pp |
| Employer contribution / active EE | $8,909 | $3,420+160.5% | $2,814+216.6% | $4,741+87.9% |
| Participant deferral / active EE | $6,750 | $5,241+28.8% | $4,429+52.4% | $6,401+5.5% |
| Admin fee / account holder | $37,346 | $6,948+437.5% | $5,428+588.0% | $11,429+226.8% |