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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 | $21,463 | $116,203-81.5% | $93,621-77.1% | $152,897-86.0% |
| Participation rate | 37.5% | 78.1%-40.6pp | 75.8%-38.3pp | 82.5%-45.0pp |
| Annual return | 25.66% | 35.96%-10.3pp | 32.76%-7.1pp | 345.43%-319.8pp |
| Employer contribution / active EE | $936 | $3,219-70.9% | $2,719-65.6% | $4,764-80.3% |
| Participant deferral / active EE | $1,942 | $4,605-57.8% | $4,070-52.3% | $5,851-66.8% |
| Admin fee / account holder | $1,670 | $10,751-84.5% | $7,890-78.8% | $11,599-85.6% |