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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 | $13,813 | $165,939-91.7% | $122,354-88.7% | $147,586-90.6% |
| Participation rate | 56.3% | 79.6%-23.3pp | 71.6%-15.4pp | 82.8%-26.6pp |
| Annual return | 17.89% | 34.56%-16.7pp | 30.28%-12.4pp | 578.59%-560.7pp |
| Employer contribution / active EE | $878 | $5,754-84.7% | $4,051-78.3% | $4,876-82.0% |
| Participant deferral / active EE | $2,422 | $4,005-39.5% | $3,287-26.3% | $5,439-55.5% |
| Admin fee / account holder | $1,243 | $7,425-83.3% | $5,479-77.3% | $10,886-88.6% |