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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 | $11,663 | $52,306-77.7% | $69,779-83.3% | $62,881-81.5% |
| Participation rate | 18.4% | 67.2%-48.9pp | 71.8%-53.5pp | 69.3%-50.9pp |
| Annual return | 0.00% | 13.35%-13.4pp | 12.99%-13.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $608 | $1,799-66.2% | $2,338-74.0% | $2,281-73.4% |
| Participant deferral / active EE | $1,773 | $2,395-26.0% | $2,931-39.5% | $3,203-44.7% |
| Admin fee / account holder | $304 | $3,691-91.8% | $4,381-93.1% | $4,296-92.9% |