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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 | $15,107 | $113,338-86.7% | $94,993-84.1% | $147,586-89.8% |
| Participation rate | 47.4% | 78.0%-30.6pp | 73.9%-26.5pp | 82.8%-35.5pp |
| Annual return | 20.41% | 20.80%-0.4pp | 27.14%-6.7pp | 578.59%-558.2pp |
| Employer contribution / active EE | $759 | $3,160-76.0% | $2,603-70.9% | $4,876-84.4% |
| Participant deferral / active EE | $1,109 | $3,777-70.7% | $3,317-66.6% | $5,439-79.6% |
| Admin fee / account holder | $2,594 | $6,063-57.2% | $4,960-47.7% | $10,886-76.2% |