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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 | $15,646 | $106,008-85.2% | $92,240-83.0% | $147,586-89.4% |
| Participation rate | 60.9% | 80.4%-19.5pp | 76.5%-15.6pp | 82.8%-22.0pp |
| Annual return | 15.70% | 50.05%-34.4pp | 176.29%-160.6pp | 578.59%-562.9pp |
| Employer contribution / active EE | $1,284 | $4,333-70.4% | $3,680-65.1% | $4,876-73.7% |
| Participant deferral / active EE | $3,421 | $4,478-23.6% | $3,897-12.2% | $5,439-37.1% |
| Admin fee / account holder | $1,839 | $6,333-71.0% | $5,194-64.6% | $10,886-83.1% |