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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 | $23,184 | $102,393-77.4% | $147,041-84.2% | $80,911-71.3% |
| Participation rate | 69.0% | 75.9%-6.9pp | 82.2%-13.2pp | 67.6%+1.3pp |
| Annual return | 0.00% | 134.95%-134.9pp | 419.21%-419.2pp | 35.63%-35.6pp |
| Employer contribution / active EE | $3,807 | $3,715+2.5% | $4,935-22.8% | $2,756+38.2% |
| Participant deferral / active EE | $13,228 | $6,647+99.0% | $8,071+63.9% | $4,297+207.8% |
| Admin fee / account holder | $1,158 | $7,943-85.4% | $13,006-91.1% | $6,935-83.3% |