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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 | $12,879 | $89,367-85.6% | $141,191-90.9% | $72,975-82.4% |
| Participation rate | 62.5% | 75.1%-12.6pp | 82.5%-20.0pp | 69.5%-7.0pp |
| Annual return | 174.38% | 111.87%+62.5pp | 71.41%+103.0pp | 81.01%+93.4pp |
| Employer contribution / active EE | $1,161 | $3,115-62.7% | $4,736-75.5% | $2,440-52.4% |
| Participant deferral / active EE | $3,880 | $5,419-28.4% | $6,710-42.2% | $3,608+7.6% |
| Admin fee / account holder | $1,726 | $5,957-71.0% | $10,264-83.2% | $5,124-66.3% |