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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 | $4,678 | $72,446-93.5% | $67,561-93.1% | $145,877-96.8% |
| Participation rate | 63.6% | 76.9%-13.2pp | 72.9%-9.3pp | 80.3%-16.7pp |
| Annual return | 0.00% | 7211.98%-7212.0pp | 3525.44%-3525.4pp | 551.28%-551.3pp |
| Employer contribution / active EE | $1,424 | $3,072-53.7% | $2,735-47.9% | $4,663-69.5% |
| Participant deferral / active EE | $1,918 | $4,785-59.9% | $4,003-52.1% | $6,691-71.3% |
| Admin fee / account holder | $317 | $5,541-94.3% | $4,006-92.1% | $13,402-97.6% |