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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 | $16,471 | $127,387-87.1% | $115,038-85.7% | $125,389-86.9% |
| Participation rate | 69.6% | 84.2%-14.6pp | 81.4%-11.8pp | 83.2%-13.6pp |
| Annual return | -0.95% | 31.28%-32.2pp | 26.14%-27.1pp | 282.24%-283.2pp |
| Employer contribution / active EE | $1,505 | $5,166-70.9% | $4,608-67.3% | $4,866-69.1% |
| Participant deferral / active EE | $4,044 | $6,423-37.0% | $6,026-32.9% | $5,352-24.4% |
| Admin fee / account holder | $723 | $9,516-92.4% | $8,175-91.2% | $9,541-92.4% |