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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 | $11,900 | $53,127-77.6% | $86,597-86.3% | $70,131-83.0% |
| Participation rate | 53.1% | 65.3%-12.2pp | 73.5%-20.5pp | 69.5%-16.5pp |
| Annual return | 17.95% | 27.66%-9.7pp | 964.96%-947.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $481 | $2,068-76.8% | $2,840-83.1% | $2,342-79.5% |
| Participant deferral / active EE | $1,301 | $2,696-51.7% | $3,609-63.9% | $3,332-60.9% |
| Admin fee / account holder | $748 | $3,585-79.1% | $4,906-84.7% | $4,645-83.9% |