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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 | $9,835 | $105,929-90.7% | $81,716-88.0% | $158,966-93.8% |
| Participation rate | 60.9% | 75.6%-14.7pp | 72.0%-11.1pp | 82.0%-21.1pp |
| Annual return | 12.68% | 38.19%-25.5pp | 29.49%-16.8pp | 302.95%-290.3pp |
| Employer contribution / active EE | $741 | $7,802-90.5% | $4,310-82.8% | $4,762-84.4% |
| Participant deferral / active EE | $990 | $13,007-92.4% | $7,108-86.1% | $5,983-83.5% |
| Admin fee / account holder | $6,760 | $8,492-20.4% | $5,159+31.0% | $11,250-39.9% |