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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 | $4,721 | $100,938-95.3% | $90,461-94.8% | $158,982-97.0% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.7%-29.8pp | 82.0%-39.1pp |
| Annual return | 26.26% | 1727.20%-1700.9pp | 1294.76%-1268.5pp | 302.99%-276.7pp |
| Employer contribution / active EE | $403 | $3,691-89.1% | $3,264-87.6% | $4,763-91.5% |
| Participant deferral / active EE | $951 | $4,350-78.1% | $3,964-76.0% | $5,983-84.1% |
| Admin fee / account holder | $1,496 | $6,510-77.0% | $5,617-73.4% | $11,252-86.7% |