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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 | $18,896 | $62,177-69.6% | $81,370-76.8% | $74,478-74.6% |
| Participation rate | 38.9% | 64.1%-25.2pp | 69.5%-30.7pp | 67.2%-28.3pp |
| Annual return | 16.52% | 16.62%-0.1pp | 24.85%-8.3pp | 1370.56%-1354.0pp |
| Employer contribution / active EE | $1,163 | $1,881-38.2% | $2,464-52.8% | $2,626-55.7% |
| Participant deferral / active EE | $2,138 | $3,219-33.6% | $3,885-45.0% | $4,350-50.9% |
| Admin fee / account holder | $1,516 | $1,927-21.3% | $5,749-73.6% | $1,946-22.1% |