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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 | $28,966 | $104,098-72.2% | $140,514-79.4% | $94,015-69.2% |
| Participation rate | 69.7% | 73.7%-4.0pp | 77.8%-8.1pp | 70.8%-1.1pp |
| Annual return | 15.94% | 15.14%+0.8pp | 14.36%+1.6pp | 17.84%-1.9pp |
| Employer contribution / active EE | $1,505 | $2,388-37.0% | $3,378-55.4% | $2,790-46.0% |
| Participant deferral / active EE | $3,355 | $4,033-16.8% | $4,919-31.8% | $4,249-21.1% |
| Admin fee / account holder | $3,071 | $10,439-70.6% | $13,697-77.6% | $8,951-65.7% |