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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 | $23,985 | $81,208-70.5% | $98,916-75.8% | $79,858-70.0% |
| Participation rate | 29.2% | 72.5%-43.3pp | 76.0%-46.9pp | 69.6%-40.5pp |
| Annual return | 24.37% | 60.99%-36.6pp | 196.45%-172.1pp | 31.72%-7.3pp |
| Employer contribution / active EE | $691 | $1,960-64.7% | $2,689-74.3% | $2,471-72.0% |
| Participant deferral / active EE | $1,410 | $3,265-56.8% | $4,245-66.8% | $3,740-62.3% |
| Admin fee / account holder | $1,812 | $6,013-69.9% | $6,642-72.7% | $5,306-65.8% |