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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 | $11,653 | $131,835-91.2% | $108,582-89.3% | $273,972-95.7% |
| Participation rate | 39.1% | 83.5%-44.3pp | 79.6%-40.4pp | 83.0%-43.9pp |
| Annual return | 23.39% | -91.57%+115.0pp | -51.70%+75.1pp | 41.46%-18.1pp |
| Employer contribution / active EE | $918 | $4,913-81.3% | $3,758-75.6% | $4,869-81.1% |
| Participant deferral / active EE | $3,151 | $5,127-38.6% | $4,311-26.9% | $5,287-40.4% |
| Admin fee / account holder | $641 | $10,253-93.7% | $7,645-91.6% | $10,133-93.7% |