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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 | $28,854 | $223,823-87.1% | $211,142-86.3% | $154,746-81.4% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 22.97% | 50.39%-27.4pp | 46.84%-23.9pp | 172.34%-149.4pp |
| Employer contribution / active EE | $2,095 | $6,787-69.1% | $6,442-67.5% | $4,379-52.2% |
| Participant deferral / active EE | $4,425 | $9,750-54.6% | $9,284-52.3% | $6,730-34.3% |
| Admin fee / account holder | $2,016 | $19,707-89.8% | $19,076-89.4% | $14,365-86.0% |