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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 | $8,413 | $112,933-92.6% | $90,970-90.8% | $158,982-94.7% |
| Participation rate | 37.5% | 74.7%-37.2pp | 69.0%-31.5pp | 82.0%-44.5pp |
| Annual return | 0.00% | 215.82%-215.8pp | 134.60%-134.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,427 | $2,893-50.7% | $2,122-32.7% | $4,763-70.0% |
| Participant deferral / active EE | $1,596 | $4,128-61.3% | $3,373-52.7% | $5,983-73.3% |
| Admin fee / account holder | $404 | $8,047-95.0% | $5,961-93.2% | $11,252-96.4% |