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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 | $14,716 | $157,276-90.6% | $141,177-89.6% | $152,885-90.4% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 22.75% | 64.33%-41.6pp | 71.40%-48.7pp | 345.39%-322.6pp |
| Employer contribution / active EE | $1,117 | $5,262-78.8% | $4,736-76.4% | $4,763-76.5% |
| Participant deferral / active EE | $2,775 | $7,110-61.0% | $6,710-58.6% | $5,851-52.6% |
| Admin fee / account holder | $13,086 | $12,123+7.9% | $10,263+27.5% | $11,598+12.8% |