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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 | $12,264 | $134,817-90.9% | $123,973-90.1% | $155,188-92.1% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.7%-10.0pp | 80.8%-14.1pp |
| Annual return | 11.18% | 515.49%-504.3pp | 388.13%-376.9pp | 148.84%-137.7pp |
| Employer contribution / active EE | $971 | $4,425-78.1% | $4,126-76.5% | $4,248-77.1% |
| Participant deferral / active EE | $2,490 | $5,706-56.4% | $5,247-52.5% | $6,531-61.9% |
| Admin fee / account holder | $1,163 | $13,245-91.2% | $11,799-90.1% | $14,480-92.0% |