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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 | $5,526 | $190,879-97.1% | $160,009-96.5% | $134,532-95.9% |
| Participation rate | 53.8% | 82.0%-28.1pp | 78.0%-24.1pp | 81.2%-27.4pp |
| Annual return | 0.00% | 552.63%-552.6pp | 408.85%-408.8pp | 418.27%-418.3pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,950 | $6,924-42.9% | $6,183-36.1% | $6,401-38.3% |
| Admin fee / account holder | $1,585 | $10,495-84.9% | $8,715-81.8% | $11,429-86.1% |