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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 | $13,862 | $67,602-79.5% | $82,312-83.2% | $70,126-80.2% |
| Participation rate | 51.5% | 72.8%-21.3pp | 76.9%-25.4pp | 69.5%-18.0pp |
| Annual return | 25.89% | 21.57%+4.3pp | 25.88%0pp | 73.15%-47.3pp |
| Employer contribution / active EE | $1,230 | $1,755-29.9% | $2,428-49.3% | $2,343-47.5% |
| Participant deferral / active EE | $1,840 | $2,987-38.4% | $3,706-50.4% | $3,332-44.8% |
| Admin fee / account holder | $588 | $4,512-87.0% | $5,608-89.5% | $4,645-87.3% |