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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 | $9,290 | $117,895-92.1% | $102,460-90.9% | $145,897-93.6% |
| Participation rate | 61.1% | 78.6%-17.5pp | 76.5%-15.4pp | 80.3%-19.2pp |
| Annual return | 21.40% | 31.92%-10.5pp | 29.47%-8.1pp | 552.29%-530.9pp |
| Employer contribution / active EE | $2,973 | $3,619-17.9% | $3,025-1.7% | $4,663-36.2% |
| Participant deferral / active EE | $3,534 | $5,736-38.4% | $5,056-30.1% | $6,689-47.2% |
| Admin fee / account holder | $404 | $13,353-97.0% | $9,460-95.7% | $13,390-97.0% |