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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 | $7,437 | $70,684-89.5% | $169,390-95.6% | $75,173-90.1% |
| Participation rate | 63.6% | 64.8%-1.2pp | 77.2%-13.5pp | 67.2%-3.6pp |
| Annual return | 23.69% | 36.38%-12.7pp | 406.07%-382.4pp | 160.72%-137.0pp |
| Employer contribution / active EE | $1,193 | $2,211-46.1% | $4,013-70.3% | $2,671-55.3% |
| Participant deferral / active EE | $1,517 | $4,310-64.8% | $6,222-75.6% | $4,126-63.2% |
| Admin fee / account holder | $369 | $5,404-93.2% | $9,015-95.9% | $5,651-93.5% |