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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 | $15,258 | $91,559-83.3% | $133,971-88.6% | $79,852-80.9% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.6%-9.6pp |
| Annual return | 23.19% | 61.85%-38.7pp | 45.09%-21.9pp | 31.72%-8.5pp |
| Employer contribution / active EE | $752 | $2,384-68.5% | $3,919-80.8% | $2,471-69.6% |
| Participant deferral / active EE | $2,337 | $3,734-37.4% | $5,047-53.7% | $3,740-37.5% |
| Admin fee / account holder | $789 | $6,321-87.5% | $8,929-91.2% | $5,306-85.1% |