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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 | $11,747 | $93,346-87.4% | $71,796-83.6% | $273,972-95.7% |
| Participation rate | 56.3% | 76.5%-20.3pp | 69.1%-12.9pp | 83.0%-26.8pp |
| Annual return | 18.18% | 130.39%-112.2pp | 78.04%-59.9pp | 41.46%-23.3pp |
| Employer contribution / active EE | $1,199 | $2,733-56.1% | $1,924-37.7% | $4,869-75.4% |
| Participant deferral / active EE | $3,218 | $3,475-7.4% | $2,794+15.2% | $5,287-39.1% |
| Admin fee / account holder | $2,730 | $6,571-58.4% | $4,815-43.3% | $10,133-73.1% |