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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 | $13,894 | $167,362-91.7% | $143,799-90.3% | $134,532-89.7% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -18.76% | 0.47%-19.2pp | -0.04%-18.7pp | 418.27%-437.0pp |
| Employer contribution / active EE | $1,534 | $5,620-72.7% | $4,952-69.0% | $4,741-67.6% |
| Participant deferral / active EE | $5,908 | $6,447-8.4% | $5,638+4.8% | $6,401-7.7% |
| Admin fee / account holder | $1,430 | $18,094-92.1% | $14,677-90.3% | $11,429-87.5% |