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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 | $12,760 | $181,062-93.0% | $158,223-91.9% | $155,188-91.8% |
| Participation rate | 64.3% | 82.7%-18.4pp | 79.2%-14.9pp | 80.8%-16.5pp |
| Annual return | 29.27% | 57.39%-28.1pp | 52.09%-22.8pp | 148.84%-119.6pp |
| Employer contribution / active EE | $1,871 | $4,565-59.0% | $4,109-54.5% | $4,248-55.9% |
| Participant deferral / active EE | $2,576 | $6,134-58.0% | $5,467-52.9% | $6,531-60.6% |
| Admin fee / account holder | $1,021 | $18,825-94.6% | $16,047-93.6% | $14,480-92.9% |