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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 | $9,614 | $118,467-91.9% | $98,450-90.2% | $139,456-93.1% |
| Participation rate | 66.7% | 77.5%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 0.00% | 18.95%-18.9pp | 21.16%-21.2pp | 373.45%-373.4pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $6,077 | $5,393+12.7% | $4,739+28.2% | $6,711-9.5% |
| Admin fee / account holder | $417 | $14,057-97.0% | $8,961-95.3% | $11,407-96.3% |