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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 | $18,915 | $63,346-70.1% | $92,240-79.5% | $70,126-73.0% |
| Participation rate | 37.5% | 68.7%-31.2pp | 76.5%-39.0pp | 69.5%-32.0pp |
| Annual return | 16.37% | 530.19%-513.8pp | 176.29%-159.9pp | 73.15%-56.8pp |
| Employer contribution / active EE | $872 | $2,471-64.7% | $3,680-76.3% | $2,343-62.8% |
| Participant deferral / active EE | $1,159 | $2,854-59.4% | $3,897-70.3% | $3,332-65.2% |
| Admin fee / account holder | $1,787 | $3,841-53.5% | $5,194-65.6% | $4,645-61.5% |