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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 | $10,319 | $55,437-81.4% | $155,534-93.4% | $74,459-86.1% |
| Participation rate | 35.5% | 61.9%-26.4pp | 78.2%-42.7pp | 67.2%-31.7pp |
| Annual return | 15.84% | 269.58%-253.7pp | 64.92%-49.1pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $594 | $2,266-73.8% | $4,675-87.3% | $2,626-77.4% |
| Participant deferral / active EE | $1,276 | $2,837-55.0% | $5,630-77.3% | $4,350-70.7% |
| Admin fee / account holder | $835 | $1,742-52.1% | $15,900-94.7% | $1,945-57.1% |