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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 | $8,958 | $228,352-96.1% | $185,827-95.2% | $158,950-94.4% |
| Participation rate | 40.0% | 82.3%-42.3pp | 78.0%-38.0pp | 82.0%-42.0pp |
| Annual return | 38.86% | 40.81%-2.0pp | 35.96%+2.9pp | 302.91%-264.0pp |
| Employer contribution / active EE | $999 | $4,967-79.9% | $4,087-75.6% | $4,762-79.0% |
| Participant deferral / active EE | $1,451 | $6,416-77.4% | $5,633-74.2% | $5,983-75.7% |
| Admin fee / account holder | $1,135 | $11,867-90.4% | $9,502-88.1% | $11,248-89.9% |