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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 | $23,803 | $86,940-72.6% | $102,434-76.8% | $80,935-70.6% |
| Participation rate | 58.7% | 72.4%-13.7pp | 76.5%-17.8pp | 67.7%-9.0pp |
| Annual return | 11.62% | 18.89%-7.3pp | 29.46%-17.8pp | 35.66%-24.0pp |
| Employer contribution / active EE | $820 | $2,370-65.4% | $3,023-72.9% | $2,757-70.3% |
| Participant deferral / active EE | $2,774 | $4,121-32.7% | $5,055-45.1% | $4,299-35.5% |
| Admin fee / account holder | $13,445 | $8,047+67.1% | $9,462+42.1% | $6,924+94.2% |