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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 | $12,205 | $55,423-78.0% | $155,602-92.2% | $74,400-83.6% |
| Participation rate | 43.7% | 61.9%-18.2pp | 78.2%-34.5pp | 67.2%-23.5pp |
| Annual return | 12.17% | 269.07%-256.9pp | 64.81%-52.6pp | 1367.51%-1355.3pp |
| Employer contribution / active EE | $819 | $2,266-63.8% | $4,675-82.5% | $2,624-68.8% |
| Participant deferral / active EE | $1,433 | $2,835-49.4% | $5,629-74.5% | $4,348-67.0% |
| Admin fee / account holder | $449 | $1,744-74.3% | $15,923-97.2% | $1,944-76.9% |