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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 | $11,428 | $115,814-90.1% | $101,275-88.7% | $158,982-92.8% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 21.41% | 56.16%-34.7pp | 46.48%-25.1pp | 302.99%-281.6pp |
| Employer contribution / active EE | $1,466 | $4,176-64.9% | $3,660-59.9% | $4,763-69.2% |
| Participant deferral / active EE | $2,109 | $4,958-57.5% | $4,371-51.7% | $5,983-64.7% |
| Admin fee / account holder | $1,506 | $7,249-79.2% | $5,948-74.7% | $11,252-86.6% |