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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 | $16,987 | $217,427-92.2% | $185,837-90.9% | $167,518-89.9% |
| Participation rate | 65.2% | 86.0%-20.8pp | 81.7%-16.5pp | 82.1%-16.9pp |
| Annual return | 13.54% | 148.39%-134.9pp | 122.08%-108.5pp | 478.71%-465.2pp |
| Employer contribution / active EE | $1,384 | $5,874-76.4% | $5,168-73.2% | $4,838-71.4% |
| Participant deferral / active EE | $4,138 | $6,357-34.9% | $5,568-25.7% | $6,342-34.8% |
| Admin fee / account holder | $993 | $19,816-95.0% | $16,241-93.9% | $12,312-91.9% |