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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 | $16,721 | $149,778-88.8% | $118,946-85.9% | $158,966-89.5% |
| Participation rate | 66.7% | 82.1%-15.4pp | 75.4%-8.7pp | 82.0%-15.3pp |
| Annual return | 23.84% | 19.95%+3.9pp | 35.89%-12.0pp | 302.95%-279.1pp |
| Employer contribution / active EE | $1,838 | $4,117-55.4% | $3,263-43.7% | $4,762-61.4% |
| Participant deferral / active EE | $3,722 | $5,225-28.8% | $4,266-12.7% | $5,983-37.8% |
| Admin fee / account holder | $3,675 | $8,604-57.3% | $6,581-44.2% | $11,250-67.3% |