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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 | $4,136 | $110,039-96.2% | $97,260-95.7% | $145,884-97.2% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 15.65% | 244.44%-228.8pp | 75.54%-59.9pp | 551.85%-536.2pp |
| Employer contribution / active EE | $1,022 | $3,074-66.8% | $2,721-62.4% | $4,662-78.1% |
| Participant deferral / active EE | $2,149 | $4,674-54.0% | $4,262-49.6% | $6,690-67.9% |
| Admin fee / account holder | $2,331 | $6,204-62.4% | $5,640-58.7% | $13,392-82.6% |