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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 | $9,382 | $42,909-78.1% | $152,093-93.8% | $71,012-86.8% |
| Participation rate | 14.4% | 54.7%-40.2pp | 77.8%-63.3pp | 58.6%-44.1pp |
| Annual return | 19.06% | 30.57%-11.5pp | 66.36%-47.3pp | 37.67%-18.6pp |
| Employer contribution / active EE | $0 | $1,369-100.0% | $4,175-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $566 | $1,904-70.3% | $5,451-89.6% | $3,246-82.6% |
| Admin fee / account holder | $1,194 | $1,014+17.8% | $14,497-91.8% | $1,167+2.3% |