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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 | $15,573 | $60,349-74.2% | $74,184-79.0% | $62,881-75.2% |
| Participation rate | 60.5% | 72.7%-12.3pp | 76.6%-16.2pp | 69.3%-8.8pp |
| Annual return | 7.74% | 21.38%-13.6pp | 17.74%-10.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,784 | $1,680+6.2% | $2,370-24.7% | $2,281-21.8% |
| Participant deferral / active EE | $1,636 | $2,856-42.7% | $3,550-53.9% | $3,203-48.9% |
| Admin fee / account holder | $316 | $4,261-92.6% | $5,586-94.3% | $4,296-92.6% |