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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 | $17,548 | $65,566-73.2% | $86,235-79.7% | $75,177-76.7% |
| Participation rate | 52.0% | 60.5%-8.5pp | 69.0%-17.0pp | 67.2%-15.2pp |
| Annual return | 20.89% | 46.07%-25.2pp | 1170.03%-1149.1pp | 160.75%-139.9pp |
| Employer contribution / active EE | $538 | $1,553-65.3% | $2,381-77.4% | $2,671-79.8% |
| Participant deferral / active EE | $1,591 | $3,023-47.4% | $3,987-60.1% | $4,126-61.4% |
| Admin fee / account holder | $334 | $5,470-93.9% | $6,856-95.1% | $5,651-94.1% |