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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 | $23,929 | $144,130-83.4% | $117,861-79.7% | $147,586-83.8% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 11.31% | 531.20%-519.9pp | 335.11%-323.8pp | 578.59%-567.3pp |
| Employer contribution / active EE | $969 | $4,897-80.2% | $3,786-74.4% | $4,876-80.1% |
| Participant deferral / active EE | $2,731 | $5,316-48.6% | $4,482-39.1% | $5,439-49.8% |
| Admin fee / account holder | $1,112 | $10,887-89.8% | $8,021-86.1% | $10,886-89.8% |