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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 | $8,912 | $67,411-86.8% | $91,004-90.2% | $70,126-87.3% |
| Participation rate | 69.2% | 71.4%-2.1pp | 75.6%-6.4pp | 69.5%-0.3pp |
| Annual return | 22.29% | -40.16%+62.4pp | 4.60%+17.7pp | 73.15%-50.9pp |
| Employer contribution / active EE | $1,091 | $1,786-38.9% | $2,456-55.6% | $2,343-53.4% |
| Participant deferral / active EE | $1,428 | $2,823-49.4% | $3,548-59.7% | $3,332-57.1% |
| Admin fee / account holder | $1,142 | $4,236-73.0% | $5,417-78.9% | $4,645-75.4% |