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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 | $18,579 | $117,895-84.2% | $102,460-81.9% | $145,897-87.3% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 12.74% | 31.92%-19.2pp | 29.47%-16.7pp | 552.29%-539.6pp |
| Employer contribution / active EE | $1,337 | $3,619-63.0% | $3,025-55.8% | $4,663-71.3% |
| Participant deferral / active EE | $3,030 | $5,736-47.2% | $5,056-40.1% | $6,689-54.7% |
| Admin fee / account holder | $2,629 | $13,353-80.3% | $9,460-72.2% | $13,390-80.4% |