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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 | $13,127 | $138,114-90.5% | $125,391-89.5% | $134,545-90.2% |
| Participation rate | 38.9% | 84.5%-45.6pp | 82.4%-43.5pp | 81.2%-42.3pp |
| Annual return | -18.41% | 750.88%-769.3pp | 572.41%-590.8pp | 418.37%-436.8pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,661 | $7,801-40.3% | $7,448-37.4% | $6,401-27.2% |
| Admin fee / account holder | $1,978 | $11,570-82.9% | $10,009-80.2% | $11,431-82.7% |