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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 | $20,821 | $78,672-73.5% | $109,163-80.9% | $85,856-75.7% |
| Participation rate | 64.1% | 68.3%-4.2pp | 75.9%-11.8pp | 69.3%-5.2pp |
| Annual return | 33.05% | 25.09%+8.0pp | 25.75%+7.3pp | 318.58%-285.5pp |
| Employer contribution / active EE | $673 | $2,734-75.4% | $3,723-81.9% | $2,565-73.8% |
| Participant deferral / active EE | $1,640 | $3,467-52.7% | $4,654-64.8% | $3,952-58.5% |
| Admin fee / account holder | $1,790 | $5,470-67.3% | $6,754-73.5% | $6,261-71.4% |