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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 | $9,815 | $82,678-88.1% | $125,391-92.2% | $68,490-85.7% |
| Participation rate | 0.0% | 75.1%-75.1pp | 82.4%-82.4pp | 67.9%-67.9pp |
| Annual return | -13.75% | -5.97%-7.8pp | 572.41%-586.2pp | -7.85%-5.9pp |
| Employer contribution / active EE | $3,514 | $3,382+3.9% | $4,816-27.0% | $2,597+35.3% |
| Participant deferral / active EE | $3,063 | $6,111-49.9% | $7,448-58.9% | $4,028-24.0% |
| Admin fee / account holder | $1,986 | $6,277-68.4% | $10,009-80.2% | $5,403-63.2% |