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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 | $19,059 | $112,121-83.0% | $95,960-80.1% | $158,966-88.0% |
| Participation rate | 42.9% | 79.0%-36.1pp | 77.1%-34.2pp | 82.0%-39.1pp |
| Annual return | 15.95% | 171.16%-155.2pp | 91.63%-75.7pp | 302.95%-287.0pp |
| Employer contribution / active EE | $1,567 | $3,199-51.0% | $2,541-38.4% | $4,762-67.1% |
| Participant deferral / active EE | $2,028 | $4,784-57.6% | $4,167-51.3% | $5,983-66.1% |
| Admin fee / account holder | $8,032 | $10,135-20.8% | $6,797+18.2% | $11,250-28.6% |