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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 | $8,119 | $107,030-92.4% | $73,550-89.0% | $147,586-94.5% |
| Participation rate | 60.9% | 66.4%-5.5pp | 54.9%+5.9pp | 82.8%-22.0pp |
| Annual return | 15.25% | 38.25%-23.0pp | -15.16%+30.4pp | 578.59%-563.3pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $169 | $2,458-93.1% | $1,804-90.6% | $5,439-96.9% |
| Admin fee / account holder | $421 | $3,055-86.2% | $2,320-81.8% | $10,886-96.1% |