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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 | $10,328 | $65,555-84.2% | $86,216-88.0% | $75,173-86.3% |
| Participation rate | 60.0% | 60.5%-0.5pp | 69.0%-9.0pp | 67.2%-7.2pp |
| Annual return | 19.23% | 46.07%-26.8pp | 1169.42%-1150.2pp | 160.72%-141.5pp |
| Employer contribution / active EE | $766 | $1,553-50.7% | $2,382-67.8% | $2,671-71.3% |
| Participant deferral / active EE | $2,166 | $3,023-28.4% | $3,986-45.7% | $4,126-47.5% |
| Admin fee / account holder | $597 | $5,469-89.1% | $6,853-91.3% | $5,651-89.4% |