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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 | $20,306 | $72,177-71.9% | $115,038-82.3% | $59,633-65.9% |
| Participation rate | 67.2% | 72.6%-5.3pp | 81.4%-14.2pp | 68.7%-1.5pp |
| Annual return | -1.91% | 12.02%-13.9pp | 26.14%-28.0pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $647 | $2,841-77.2% | $4,608-86.0% | $2,203-70.6% |
| Participant deferral / active EE | $3,189 | $4,783-33.3% | $6,026-47.1% | $3,192-0.1% |
| Admin fee / account holder | $1,392 | $4,927-71.8% | $8,175-83.0% | $4,297-67.6% |