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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 | $15,622 | $63,861-75.5% | $104,639-85.1% | $79,856-80.4% |
| Participation rate | 36.5% | 64.9%-28.4pp | 74.1%-37.6pp | 69.6%-33.1pp |
| Annual return | 16.08% | 21.30%-5.2pp | 340.67%-324.6pp | 31.71%-15.6pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,682-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,130 | $2,693-58.0% | $3,738-69.8% | $3,741-69.8% |
| Admin fee / account holder | $1,137 | $4,185-72.8% | $6,465-82.4% | $5,306-78.6% |