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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 | $17,202 | $113,338-84.8% | $94,993-81.9% | $147,585-88.3% |
| Participation rate | 37.5% | 78.0%-40.5pp | 73.9%-36.4pp | 82.8%-45.3pp |
| Annual return | 16.34% | 20.80%-4.5pp | 27.14%-10.8pp | 578.58%-562.2pp |
| Employer contribution / active EE | $2,010 | $3,160-36.4% | $2,603-22.8% | $4,876-58.8% |
| Participant deferral / active EE | $3,539 | $3,777-6.3% | $3,317+6.7% | $5,439-34.9% |
| Admin fee / account holder | $796 | $6,063-86.9% | $4,960-83.9% | $10,886-92.7% |