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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 | $17,370 | $63,346-72.6% | $92,239-81.2% | $70,124-75.2% |
| Participation rate | 50.0% | 68.7%-18.7pp | 76.5%-26.5pp | 69.5%-19.5pp |
| Annual return | 19.38% | 530.19%-510.8pp | 176.29%-156.9pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,356 | $2,471-45.1% | $3,680-63.2% | $2,342-42.1% |
| Participant deferral / active EE | $3,354 | $2,854+17.5% | $3,897-13.9% | $3,332+0.7% |
| Admin fee / account holder | $4,536 | $3,841+18.1% | $5,194-12.7% | $4,645-2.3% |