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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 | $9,942 | $96,491-89.7% | $75,888-86.9% | $152,870-93.5% |
| Participation rate | 46.7% | 76.2%-29.5pp | 69.3%-22.6pp | 82.4%-35.8pp |
| Annual return | 38.22% | 33.98%+4.2pp | 30.76%+7.5pp | 345.34%-307.1pp |
| Employer contribution / active EE | $789 | $3,310-76.2% | $2,501-68.4% | $4,763-83.4% |
| Participant deferral / active EE | $2,005 | $4,553-56.0% | $3,603-44.4% | $5,850-65.7% |
| Admin fee / account holder | $748 | $8,079-90.7% | $5,419-86.2% | $11,597-93.5% |