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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 | $24,234 | $80,985-70.1% | $96,576-74.9% | $75,181-67.8% |
| Participation rate | 62.5% | 71.8%-9.3pp | 76.0%-13.5pp | 67.2%-4.7pp |
| Annual return | 17.23% | 27.05%-9.8pp | 25.87%-8.6pp | 160.69%-143.5pp |
| Employer contribution / active EE | $1,325 | $2,282-42.0% | $2,965-55.3% | $2,671-50.4% |
| Participant deferral / active EE | $2,179 | $3,929-44.5% | $4,851-55.1% | $4,126-47.2% |
| Admin fee / account holder | $2,121 | $6,719-68.4% | $8,253-74.3% | $5,650-62.5% |