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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 | $18,432 | $80,983-77.2% | $96,544-80.9% | $75,177-75.5% |
| Participation rate | 61.1% | 71.8%-10.7pp | 76.0%-14.9pp | 67.2%-6.1pp |
| Annual return | 18.20% | 27.05%-8.9pp | 25.88%-7.7pp | 160.75%-142.6pp |
| Employer contribution / active EE | $786 | $2,282-65.6% | $2,966-73.5% | $2,671-70.6% |
| Participant deferral / active EE | $2,700 | $3,929-31.3% | $4,851-44.3% | $4,126-34.6% |
| Admin fee / account holder | $1,256 | $6,717-81.3% | $8,254-84.8% | $5,651-77.8% |