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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 | $17,895 | $85,766-79.1% | $136,297-86.9% | $70,124-74.5% |
| Participation rate | 63.2% | 74.2%-11.0pp | 81.9%-18.8pp | 69.5%-6.4pp |
| Annual return | 31.98% | 31.45%+0.5pp | 5156.19%-5124.2pp | 73.14%-41.2pp |
| Employer contribution / active EE | $2,368 | $2,966-20.2% | $4,696-49.6% | $2,342+1.1% |
| Participant deferral / active EE | $4,084 | $5,051-19.2% | $6,247-34.6% | $3,332+22.6% |
| Admin fee / account holder | $2,161 | $5,420-60.1% | $9,244-76.6% | $4,645-53.5% |