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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 | $9,715 | $121,701-92.0% | $104,639-90.7% | $158,982-93.9% |
| Participation rate | 69.2% | 77.5%-8.3pp | 74.1%-4.8pp | 82.0%-12.7pp |
| Annual return | 23.66% | 465.72%-442.1pp | 340.67%-317.0pp | 302.99%-279.3pp |
| Employer contribution / active EE | $2,755 | $3,165-13.0% | $2,682+2.7% | $4,763-42.2% |
| Participant deferral / active EE | $3,365 | $4,176-19.4% | $3,738-10.0% | $5,983-43.8% |
| Admin fee / account holder | $1,818 | $7,778-76.6% | $6,465-71.9% | $11,252-83.8% |