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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 | $4,687 | $101,063-95.4% | $81,473-94.2% | $147,585-96.8% |
| Participation rate | 36.4% | 74.5%-38.1pp | 68.0%-31.6pp | 82.8%-46.5pp |
| Annual return | 14.15% | 32.41%-18.3pp | 38.78%-24.6pp | 578.58%-564.4pp |
| Employer contribution / active EE | $508 | $3,206-84.2% | $2,568-80.2% | $4,876-89.6% |
| Participant deferral / active EE | $883 | $4,242-79.2% | $3,537-75.0% | $5,439-83.8% |
| Admin fee / account holder | $1,512 | $5,812-74.0% | $4,561-66.8% | $10,886-86.1% |