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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 | $21,667 | $165,361-86.9% | $149,715-85.5% | $158,950-86.4% |
| Participation rate | 36.8% | 84.6%-47.7pp | 82.5%-45.6pp | 82.0%-45.1pp |
| Annual return | 52.09% | 348.24%-296.1pp | 276.66%-224.6pp | 302.91%-250.8pp |
| Employer contribution / active EE | $1,991 | $5,103-61.0% | $4,645-57.1% | $4,762-58.2% |
| Participant deferral / active EE | $2,873 | $7,182-60.0% | $6,842-58.0% | $5,983-52.0% |
| Admin fee / account holder | $1,405 | $10,808-87.0% | $9,310-84.9% | $11,248-87.5% |