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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,660 | $176,077-93.9% | $159,455-93.3% | $167,518-93.6% |
| Participation rate | 56.3% | 84.9%-28.7pp | 82.8%-26.6pp | 82.1%-25.9pp |
| Annual return | 5.29% | 331.83%-326.5pp | 263.63%-258.3pp | 478.71%-473.4pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $7,386 | $7,751-4.7% | $7,353+0.4% | $6,342+16.5% |
| Admin fee / account holder | $2,773 | $12,556-77.9% | $10,800-74.3% | $12,312-77.5% |