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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 | $13,886 | $124,351-88.8% | $109,188-87.3% | $167,553-91.7% |
| Participation rate | 58.8% | 79.4%-20.6pp | 75.9%-17.1pp | 82.1%-23.3pp |
| Annual return | 12.56% | 26.04%-13.5pp | 25.76%-13.2pp | 478.89%-466.3pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,163 | $5,257-20.8% | $4,654-10.5% | $6,343-34.4% |
| Admin fee / account holder | $461 | $7,975-94.2% | $6,755-93.2% | $12,316-96.3% |