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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 | $12,960 | $58,391-77.8% | $76,657-83.1% | $72,975-82.2% |
| Participation rate | 56.3% | 67.4%-11.1pp | 72.1%-15.8pp | 69.5%-13.2pp |
| Annual return | 25.75% | 2306.65%-2280.9pp | 1166.74%-1141.0pp | 81.01%-55.3pp |
| Employer contribution / active EE | $1,106 | $1,787-38.1% | $2,303-52.0% | $2,440-54.7% |
| Participant deferral / active EE | $1,879 | $2,690-30.2% | $3,335-43.7% | $3,608-47.9% |
| Admin fee / account holder | $2,056 | $4,014-48.8% | $6,423-68.0% | $5,124-59.9% |