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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 | $11,136 | $157,829-92.9% | $136,867-91.9% | $198,609-94.4% |
| Participation rate | 66.7% | 77.2%-10.5pp | 74.5%-7.9pp | 82.4%-15.7pp |
| Annual return | 11.02% | 51.25%-40.2pp | 42.97%-32.0pp | 202.70%-191.7pp |
| Employer contribution / active EE | $1,066 | $3,923-72.8% | $3,547-70.0% | $5,055-78.9% |
| Participant deferral / active EE | $2,526 | $5,463-53.8% | $4,924-48.7% | $6,977-63.8% |
| Admin fee / account holder | $830 | $11,107-92.5% | $10,340-92.0% | $19,030-95.6% |