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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 | $8,972 | $84,685-89.4% | $73,836-87.8% | $125,389-92.8% |
| Participation rate | 58.3% | 76.8%-18.4pp | 73.4%-15.1pp | 83.2%-24.9pp |
| Annual return | 2.61% | 3123.80%-3121.2pp | 2268.06%-2265.4pp | 282.24%-279.6pp |
| Employer contribution / active EE | $578 | $3,123-81.5% | $2,787-79.2% | $4,866-88.1% |
| Participant deferral / active EE | $1,874 | $3,993-53.1% | $3,583-47.7% | $5,352-65.0% |
| Admin fee / account holder | $983 | $5,694-82.7% | $4,882-79.9% | $9,541-89.7% |