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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 | $17,442 | $178,174-90.2% | $156,181-88.8% | $137,256-87.3% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 14.55% | 84.19%-69.6pp | 64.87%-50.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,295 | $4,972-74.0% | $4,294-69.8% | $4,156-68.8% |
| Participant deferral / active EE | $4,006 | $6,888-41.8% | $6,132-34.7% | $6,407-37.5% |
| Admin fee / account holder | $3,880 | $17,404-77.7% | $14,586-73.4% | $12,270-68.4% |