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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 | $21,384 | $109,359-80.4% | $162,177-86.8% | $72,975-70.7% |
| Participation rate | 67.2% | 84.3%-17.0pp | 87.6%-20.3pp | 69.5%-2.2pp |
| Annual return | 103.51% | 25.46%+78.1pp | 115.60%-12.1pp | 81.01%+22.5pp |
| Employer contribution / active EE | $1,887 | $3,907-51.7% | $5,613-66.4% | $2,440-22.7% |
| Participant deferral / active EE | $3,381 | $5,481-38.3% | $7,297-53.7% | $3,608-6.3% |
| Admin fee / account holder | $1,244 | $7,972-84.4% | $10,843-88.5% | $5,124-75.7% |