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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 | $15,087 | $171,492-91.2% | $150,734-90.0% | $198,609-92.4% |
| Participation rate | 58.3% | 81.4%-23.1pp | 78.4%-20.1pp | 82.4%-24.0pp |
| Annual return | 24.31% | 804.70%-780.4pp | 600.81%-576.5pp | 202.70%-178.4pp |
| Employer contribution / active EE | $1,853 | $5,470-66.1% | $4,918-62.3% | $5,055-63.3% |
| Participant deferral / active EE | $3,428 | $6,259-45.2% | $5,610-38.9% | $6,977-50.9% |
| Admin fee / account holder | $2,644 | $17,628-85.0% | $14,905-82.3% | $19,030-86.1% |