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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 | $17,910 | $81,476-78.0% | $102,383-82.5% | $80,925-77.9% |
| Participation rate | 53.1% | 66.8%-13.7pp | 74.5%-21.4pp | 67.7%-14.5pp |
| Annual return | 13.54% | 25.59%-12.1pp | 24.94%-11.4pp | 35.65%-22.1pp |
| Employer contribution / active EE | $1,241 | $3,105-60.0% | $3,870-67.9% | $2,756-55.0% |
| Participant deferral / active EE | $2,562 | $3,871-33.8% | $5,060-49.4% | $4,299-40.4% |
| Admin fee / account holder | $3,493 | $6,717-48.0% | $8,391-58.4% | $6,940-49.7% |