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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 | $24,157 | $108,825-77.8% | $156,181-84.5% | $82,448-70.7% |
| Participation rate | 59.3% | 72.4%-13.1pp | 78.8%-19.6pp | 68.1%-8.8pp |
| Annual return | 22.01% | 20.59%+1.4pp | 64.87%-42.9pp | 41.64%-19.6pp |
| Employer contribution / active EE | $1,399 | $2,870-51.2% | $4,294-67.4% | $2,551-45.1% |
| Participant deferral / active EE | $2,285 | $4,577-50.1% | $6,132-62.7% | $4,139-44.8% |
| Admin fee / account holder | $1,168 | $9,341-87.5% | $14,586-92.0% | $7,234-83.9% |