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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 | $24,133 | $81,403-70.4% | $147,027-83.6% | $87,485-72.4% |
| Participation rate | 52.4% | 63.4%-11.1pp | 73.7%-21.4pp | 68.9%-16.6pp |
| Annual return | 46.54% | 16.51%+30.0pp | 20.23%+26.3pp | 26.06%+20.5pp |
| Employer contribution / active EE | $1,423 | $2,205-35.5% | $3,626-60.8% | $2,596-45.2% |
| Participant deferral / active EE | $2,567 | $3,315-22.6% | $4,933-48.0% | $4,274-39.9% |
| Admin fee / account holder | $474 | $6,755-93.0% | $12,223-96.1% | $7,775-93.9% |