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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 | $8,870 | $162,136-94.5% | $152,301-94.2% | $154,746-94.3% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 29.69% | 91.02%-61.3pp | 80.50%-50.8pp | 172.34%-142.6pp |
| Employer contribution / active EE | $1,533 | $4,890-68.7% | $4,624-66.9% | $4,379-65.0% |
| Participant deferral / active EE | $2,976 | $8,341-64.3% | $8,004-62.8% | $6,730-55.8% |
| Admin fee / account holder | $479 | $15,759-97.0% | $14,398-96.7% | $14,365-96.7% |