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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 | $13,611 | $71,230-80.9% | $93,727-85.5% | $80,959-83.2% |
| Participation rate | 68.8% | 60.4%+8.4pp | 68.7%0pp | 67.7%+1.1pp |
| Annual return | 17.66% | 11.26%+6.4pp | 133.83%-116.2pp | 35.67%-18.0pp |
| Employer contribution / active EE | $1,454 | $1,565-7.1% | $2,421-39.9% | $2,757-47.3% |
| Participant deferral / active EE | $2,027 | $4,037-49.8% | $4,417-54.1% | $4,300-52.9% |
| Admin fee / account holder | $389 | $6,961-94.4% | $8,292-95.3% | $6,925-94.4% |