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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 | $8,951 | $81,208-89.0% | $98,916-91.0% | $79,858-88.8% |
| Participation rate | 67.9% | 72.5%-4.6pp | 76.0%-8.2pp | 69.6%-1.8pp |
| Annual return | 18.10% | 60.99%-42.9pp | 196.45%-178.3pp | 31.72%-13.6pp |
| Employer contribution / active EE | $636 | $1,960-67.5% | $2,689-76.3% | $2,471-74.2% |
| Participant deferral / active EE | $2,158 | $3,265-33.9% | $4,245-49.1% | $3,740-42.3% |
| Admin fee / account holder | $349 | $6,013-94.2% | $6,642-94.7% | $5,306-93.4% |