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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 | $20,136 | $83,002-75.7% | $98,090-79.5% | $64,097-68.6% |
| Participation rate | 27.0% | 75.0%-48.0pp | 81.5%-54.5pp | 55.2%-28.2pp |
| Annual return | 49.00% | 38.51%+10.5pp | 37.05%+12.0pp | 34.64%+14.4pp |
| Employer contribution / active EE | $0 | $2,749-100.0% | $3,606-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $9,614 | $6,787+41.7% | $7,845+22.6% | $3,080+212.2% |
| Admin fee / account holder | $9,191 | $3,015+204.9% | $11,815-22.2% | $3,454+166.1% |