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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 | $16,261 | $95,979-83.1% | $74,551-78.2% | $135,380-88.0% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -6.84% | 56.97%-63.8pp | 32.53%-39.4pp | 519.81%-526.6pp |
| Employer contribution / active EE | $1,184 | $2,716-56.4% | $1,961-39.6% | $4,779-75.2% |
| Participant deferral / active EE | $1,481 | $3,844-61.5% | $3,108-52.4% | $5,609-73.6% |
| Admin fee / account holder | $1,035 | $6,522-84.1% | $5,059-79.5% | $10,828-90.4% |