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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 | $20,630 | $209,336-90.1% | $197,124-89.5% | $137,256-85.0% |
| Participation rate | 57.1% | 87.3%-30.2pp | 86.7%-29.6pp | 80.0%-22.8pp |
| Annual return | 12.49% | 48.09%-35.6pp | 44.34%-31.9pp | 220.34%-207.9pp |
| Employer contribution / active EE | $3,264 | $6,591-50.5% | $6,227-47.6% | $4,156-21.5% |
| Participant deferral / active EE | $6,502 | $9,614-32.4% | $9,135-28.8% | $6,407+1.5% |
| Admin fee / account holder | $10,359 | $17,308-40.1% | $16,298-36.4% | $12,270-15.6% |