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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 | $17,280 | $167,362-89.7% | $143,799-88.0% | $134,532-87.2% |
| Participation rate | 68.8% | 84.8%-16.1pp | 80.3%-11.6pp | 81.2%-12.5pp |
| Annual return | -16.07% | 0.47%-16.5pp | -0.04%-16.0pp | 418.27%-434.3pp |
| Employer contribution / active EE | $1,347 | $5,620-76.0% | $4,952-72.8% | $4,741-71.6% |
| Participant deferral / active EE | $2,407 | $6,447-62.7% | $5,638-57.3% | $6,401-62.4% |
| Admin fee / account holder | $321 | $18,094-98.2% | $14,677-97.8% | $11,429-97.2% |