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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 | $19,081 | $76,551-75.1% | $123,894-84.6% | $62,881-69.7% |
| Participation rate | 53.3% | 73.0%-19.6pp | 81.4%-28.1pp | 69.3%-16.0pp |
| Annual return | 10.72% | 18.68%-8.0pp | 47.52%-36.8pp | 20.14%-9.4pp |
| Employer contribution / active EE | $884 | $2,882-69.3% | $4,617-80.8% | $2,281-61.2% |
| Participant deferral / active EE | $3,233 | $4,840-33.2% | $5,984-46.0% | $3,203+0.9% |
| Admin fee / account holder | $1,066 | $4,826-77.9% | $8,357-87.2% | $4,296-75.2% |