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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 | $16,373 | $71,215-77.0% | $93,696-82.5% | $80,935-79.8% |
| Participation rate | 56.5% | 60.4%-3.9pp | 68.7%-12.3pp | 67.7%-11.2pp |
| Annual return | 11.31% | 11.27%0pp | 133.74%-122.4pp | 35.66%-24.3pp |
| Employer contribution / active EE | $1,338 | $1,565-14.5% | $2,422-44.8% | $2,757-51.5% |
| Participant deferral / active EE | $2,541 | $4,037-37.1% | $4,417-42.5% | $4,299-40.9% |
| Admin fee / account holder | $1,280 | $6,958-81.6% | $8,287-84.6% | $6,924-81.5% |