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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 | $13,020 | $217,432-94.0% | $185,851-93.0% | $167,553-92.2% |
| Participation rate | 64.7% | 86.1%-21.3pp | 81.7%-17.0pp | 82.1%-17.4pp |
| Annual return | 11.50% | 148.43%-136.9pp | 122.11%-110.6pp | 478.89%-467.4pp |
| Employer contribution / active EE | $1,583 | $5,874-73.1% | $5,168-69.4% | $4,840-67.3% |
| Participant deferral / active EE | $2,845 | $6,357-55.2% | $5,569-48.9% | $6,343-55.1% |
| Admin fee / account holder | $1,579 | $19,820-92.0% | $16,245-90.3% | $12,316-87.2% |