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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 | $17,564 | $76,551-77.1% | $123,894-85.8% | $62,881-72.1% |
| Participation rate | 68.3% | 73.0%-4.7pp | 81.4%-13.1pp | 69.3%-1.0pp |
| Annual return | 34.70% | 18.68%+16.0pp | 47.52%-12.8pp | 20.14%+14.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,147 | $4,840+27.0% | $5,984+2.7% | $3,203+91.9% |
| Admin fee / account holder | $799 | $4,826-83.4% | $8,357-90.4% | $4,296-81.4% |