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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 | $13,524 | $60,349-77.6% | $74,184-81.8% | $62,881-78.5% |
| Participation rate | 65.5% | 72.7%-7.3pp | 76.6%-11.2pp | 69.3%-3.9pp |
| Annual return | 7.47% | 21.38%-13.9pp | 17.74%-10.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $788 | $1,680-53.1% | $2,370-66.7% | $2,281-65.4% |
| Participant deferral / active EE | $2,470 | $2,856-13.5% | $3,550-30.4% | $3,203-22.9% |
| Admin fee / account holder | $477 | $4,261-88.8% | $5,586-91.5% | $4,296-88.9% |