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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 | $20,751 | $116,203-82.1% | $93,621-77.8% | $152,909-86.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.8%-25.8pp | 82.5%-32.5pp |
| Annual return | 29.52% | 35.96%-6.4pp | 32.76%-3.2pp | 345.46%-315.9pp |
| Employer contribution / active EE | $6,570 | $3,219+104.1% | $2,719+141.7% | $4,764+37.9% |
| Participant deferral / active EE | $4,294 | $4,605-6.7% | $4,070+5.5% | $5,851-26.6% |
| Admin fee / account holder | $2,796 | $10,751-74.0% | $7,890-64.6% | $11,601-75.9% |