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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 | $21,953 | $162,812-86.5% | $133,971-83.6% | $158,966-86.2% |
| Participation rate | 28.6% | 83.2%-54.7pp | 79.8%-51.3pp | 82.0%-53.4pp |
| Annual return | 16.38% | 41.94%-25.6pp | 45.09%-28.7pp | 302.95%-286.6pp |
| Employer contribution / active EE | $981 | $4,976-80.3% | $3,919-75.0% | $4,762-79.4% |
| Participant deferral / active EE | $2,058 | $5,910-65.2% | $5,047-59.2% | $5,983-65.6% |
| Admin fee / account holder | $2,749 | $11,741-76.6% | $8,929-69.2% | $11,250-75.6% |