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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 | $8,946 | $73,848-87.9% | $143,799-93.8% | $68,486-86.9% |
| Participation rate | 54.2% | 66.7%-12.5pp | 80.3%-26.1pp | 67.9%-13.7pp |
| Annual return | -19.20% | 0.91%-20.1pp | -0.04%-19.2pp | -7.85%-11.3pp |
| Employer contribution / active EE | $1,062 | $3,184-66.6% | $4,952-78.5% | $2,597-59.1% |
| Participant deferral / active EE | $1,343 | $3,385-60.3% | $5,638-76.2% | $4,028-66.7% |
| Admin fee / account holder | $920 | $5,755-84.0% | $14,677-93.7% | $5,404-83.0% |