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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 | $9,699 | $44,850-78.4% | $60,547-84.0% | $59,633-83.7% |
| Participation rate | 59.4% | 59.5%-0.1pp | 68.0%-8.6pp | 68.7%-9.3pp |
| Annual return | -0.87% | 1074.14%-1075.0pp | 335.64%-336.5pp | 2041.40%-2042.3pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,176 | $2,230-47.3% | $3,328-64.7% | $3,192-63.2% |
| Admin fee / account holder | $338 | $3,635-90.7% | $4,536-92.5% | $4,297-92.1% |