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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 | $20,733 | $85,766-75.8% | $136,298-84.8% | $70,126-70.4% |
| Participation rate | 35.8% | 74.2%-38.3pp | 81.9%-46.1pp | 69.5%-33.7pp |
| Annual return | 18.42% | 31.46%-13.0pp | 5156.27%-5137.8pp | 73.15%-54.7pp |
| Employer contribution / active EE | $807 | $2,966-72.8% | $4,696-82.8% | $2,343-65.6% |
| Participant deferral / active EE | $2,266 | $5,051-55.1% | $6,247-63.7% | $3,332-32.0% |
| Admin fee / account holder | $489 | $5,421-91.0% | $9,244-94.7% | $4,645-89.5% |