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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 | $19,583 | $82,133-76.2% | $147,318-86.7% | $64,097-69.4% |
| Participation rate | 54.5% | 62.3%-7.7pp | 82.1%-27.5pp | 55.2%-0.6pp |
| Annual return | 18.41% | 78.78%-60.4pp | 70.43%-52.0pp | 34.64%-16.2pp |
| Employer contribution / active EE | $1,617 | $2,872-43.7% | $4,593-64.8% | $1,891-14.5% |
| Participant deferral / active EE | $2,477 | $5,407-54.2% | $7,906-68.7% | $3,080-19.6% |
| Admin fee / account holder | $880 | $3,730-76.4% | $13,708-93.6% | $3,454-74.5% |