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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 | $6,823 | $169,356-96.0% | $129,406-94.7% | $145,897-95.3% |
| Participation rate | 20.0% | 76.5%-56.5pp | 69.6%-49.6pp | 80.3%-60.3pp |
| Annual return | 0.00% | 14418.62%-14418.6pp | 9468.18%-9468.2pp | 552.29%-552.3pp |
| Employer contribution / active EE | $512 | $5,542-90.8% | $4,155-87.7% | $4,663-89.0% |
| Participant deferral / active EE | $1,047 | $4,987-79.0% | $4,167-74.9% | $6,689-84.4% |
| Admin fee / account holder | $1,263 | $9,915-87.3% | $7,689-83.6% | $13,390-90.6% |