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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 | $21,338 | $79,169-73.0% | $100,415-78.8% | $74,478-71.4% |
| Participation rate | 50.5% | 79.4%-28.9pp | 81.5%-31.0pp | 67.2%-16.7pp |
| Annual return | 23.96% | 20.51%+3.4pp | 49.47%-25.5pp | 1370.56%-1346.6pp |
| Employer contribution / active EE | $0 | $3,017-100.0% | $3,943-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $5,247 | $7,751-32.3% | $8,091-35.2% | $4,350+20.6% |
| Admin fee / account holder | $2,345 | $1,337+75.3% | $7,906-70.3% | $1,946+20.5% |