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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 | $22,475 | $85,766-73.8% | $136,298-83.5% | $70,126-68.0% |
| Participation rate | 44.8% | 74.2%-29.3pp | 81.9%-37.1pp | 69.5%-24.7pp |
| Annual return | 17.33% | 31.46%-14.1pp | 5156.27%-5138.9pp | 73.15%-55.8pp |
| Employer contribution / active EE | $652 | $2,966-78.0% | $4,696-86.1% | $2,343-72.2% |
| Participant deferral / active EE | $3,150 | $5,051-37.6% | $6,247-49.6% | $3,332-5.5% |
| Admin fee / account holder | $452 | $5,421-91.7% | $9,244-95.1% | $4,645-90.3% |