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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 | $13,481 | $167,362-91.9% | $143,799-90.6% | $134,532-90.0% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -13.32% | 0.47%-13.8pp | -0.04%-13.3pp | 418.27%-431.6pp |
| Employer contribution / active EE | $1,823 | $5,620-67.6% | $4,952-63.2% | $4,741-61.6% |
| Participant deferral / active EE | $4,367 | $6,447-32.3% | $5,638-22.5% | $6,401-31.8% |
| Admin fee / account holder | $654 | $18,094-96.4% | $14,677-95.5% | $11,429-94.3% |