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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 | $5,612 | $48,327-88.4% | $67,575-91.7% | $80,935-93.1% |
| Participation rate | 43.9% | 66.4%-22.5pp | 72.9%-29.0pp | 67.7%-23.8pp |
| Annual return | 16.37% | 18.31%-1.9pp | 3528.98%-3512.6pp | 35.66%-19.3pp |
| Employer contribution / active EE | $525 | $2,022-74.1% | $2,736-80.8% | $2,757-81.0% |
| Participant deferral / active EE | $899 | $2,927-69.3% | $4,003-77.5% | $4,299-79.1% |
| Admin fee / account holder | $717 | $3,692-80.6% | $3,993-82.0% | $6,924-89.6% |