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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 | $3,585 | $68,097-94.7% | $62,929-94.3% | $137,256-97.4% |
| Participation rate | 62.5% | 77.4%-14.9pp | 73.1%-10.6pp | 80.0%-17.5pp |
| Annual return | 30.56% | 1859.11%-1828.6pp | 1063.93%-1033.4pp | 220.34%-189.8pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,445 | $4,553-68.3% | $3,888-62.8% | $6,407-77.4% |
| Admin fee / account holder | $358 | $6,521-94.5% | $5,065-92.9% | $12,270-97.1% |