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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 | $16,654 | $85,766-80.6% | $136,298-87.8% | $70,126-76.3% |
| Participation rate | 64.9% | 74.2%-9.3pp | 81.9%-17.1pp | 69.5%-4.7pp |
| Annual return | 17.70% | 31.46%-13.8pp | 5156.27%-5138.6pp | 73.15%-55.5pp |
| Employer contribution / active EE | $1,564 | $2,966-47.3% | $4,696-66.7% | $2,343-33.2% |
| Participant deferral / active EE | $4,822 | $5,051-4.5% | $6,247-22.8% | $3,332+44.7% |
| Admin fee / account holder | $3,275 | $5,421-39.6% | $9,244-64.6% | $4,645-29.5% |