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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 | $20,566 | $166,131-87.6% | $164,975-87.5% | $145,877-85.9% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 16.44% | 100.37%-83.9pp | 70.12%-53.7pp | 551.28%-534.8pp |
| Employer contribution / active EE | $2,083 | $5,276-60.5% | $4,343-52.0% | $4,663-55.3% |
| Participant deferral / active EE | $4,401 | $6,962-36.8% | $6,033-27.1% | $6,691-34.2% |
| Admin fee / account holder | $602 | $16,648-96.4% | $12,688-95.3% | $13,402-95.5% |