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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 | $12,935 | $54,541-76.3% | $78,778-83.6% | $70,126-81.6% |
| Participation rate | 49.5% | 60.8%-11.3pp | 69.2%-19.7pp | 69.5%-20.1pp |
| Annual return | 13.12% | 21.07%-8.0pp | 35.62%-22.5pp | 73.15%-60.0pp |
| Employer contribution / active EE | $556 | $1,089-48.9% | $1,986-72.0% | $2,343-76.2% |
| Participant deferral / active EE | $1,666 | $2,210-24.6% | $2,958-43.7% | $3,332-50.0% |
| Admin fee / account holder | $1,311 | $3,709-64.7% | $5,134-74.5% | $4,645-71.8% |