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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 | $12,572 | $99,875-87.4% | $146,866-91.4% | $86,983-85.5% |
| Participation rate | 44.1% | 75.8%-31.7pp | 82.5%-38.4pp | 69.5%-25.4pp |
| Annual return | 23.95% | 28.10%-4.1pp | 102.85%-78.9pp | 25.83%-1.9pp |
| Employer contribution / active EE | $1,292 | $3,224-59.9% | $4,425-70.8% | $2,584-50.0% |
| Participant deferral / active EE | $2,865 | $6,322-54.7% | $7,759-63.1% | $4,194-31.7% |
| Admin fee / account holder | $1,808 | $7,838-76.9% | $13,620-86.7% | $7,856-77.0% |