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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 | $16,554 | $79,961-79.3% | $98,462-83.2% | $75,177-78.0% |
| Participation rate | 48.8% | 70.4%-21.5pp | 75.2%-26.3pp | 67.2%-18.4pp |
| Annual return | 16.59% | 19.75%-3.2pp | 21.17%-4.6pp | 160.75%-144.2pp |
| Employer contribution / active EE | $944 | $2,264-58.3% | $3,049-69.0% | $2,671-64.6% |
| Participant deferral / active EE | $1,600 | $3,753-57.4% | $4,738-66.2% | $4,126-61.2% |
| Admin fee / account holder | $1,094 | $6,842-84.0% | $8,875-87.7% | $5,651-80.7% |