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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 | $2,587 | $52,353-95.1% | $120,225-97.8% | $82,448-96.9% |
| Participation rate | 68.0% | 58.3%+9.7pp | 69.6%-1.6pp | 68.1%-0.1pp |
| Annual return | 22.85% | 61.85%-39.0pp | 439.23%-416.4pp | 41.64%-18.8pp |
| Employer contribution / active EE | $483 | $1,510-68.0% | $3,475-86.1% | $2,551-81.1% |
| Participant deferral / active EE | $789 | $2,627-70.0% | $3,999-80.3% | $4,139-80.9% |
| Admin fee / account holder | $374 | $4,363-91.4% | $5,696-93.4% | $7,234-94.8% |