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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 | $19,610 | $89,367-78.1% | $141,191-86.1% | $72,975-73.1% |
| Participation rate | 33.3% | 75.1%-41.8pp | 82.5%-49.1pp | 69.5%-36.2pp |
| Annual return | 29.48% | 111.87%-82.4pp | 71.41%-41.9pp | 81.01%-51.5pp |
| Employer contribution / active EE | $1,006 | $3,115-67.7% | $4,736-78.8% | $2,440-58.8% |
| Participant deferral / active EE | $2,965 | $5,419-45.3% | $6,710-55.8% | $3,608-17.8% |
| Admin fee / account holder | $3,154 | $5,957-47.0% | $10,264-69.3% | $5,124-38.4% |