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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 | $13,163 | $41,981-68.6% | $63,412-79.2% | $59,633-77.9% |
| Participation rate | 23.9% | 60.3%-36.3pp | 67.1%-43.2pp | 68.7%-44.7pp |
| Annual return | -1.45% | 13.04%-14.5pp | 4.04%-5.5pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $348 | $1,287-73.0% | $1,814-80.8% | $2,203-84.2% |
| Participant deferral / active EE | $980 | $2,002-51.0% | $2,496-60.7% | $3,192-69.3% |
| Admin fee / account holder | $542 | $3,509-84.6% | $3,753-85.6% | $4,297-87.4% |