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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 | $8,079 | $157,304-94.9% | $141,197-94.3% | $152,909-94.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 46.05% | 64.34%-18.3pp | 71.41%-25.4pp | 345.46%-299.4pp |
| Employer contribution / active EE | $1,467 | $5,263-72.1% | $4,736-69.0% | $4,764-69.2% |
| Participant deferral / active EE | $2,447 | $7,111-65.6% | $6,710-63.5% | $5,851-58.2% |
| Admin fee / account holder | $699 | $12,126-94.2% | $10,265-93.2% | $11,601-94.0% |