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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 | $8,211 | $157,276-94.8% | $141,177-94.2% | $152,885-94.6% |
| Participation rate | 9.1% | 84.8%-75.7pp | 82.5%-73.4pp | 82.5%-73.4pp |
| Annual return | 22.07% | 64.33%-42.3pp | 71.40%-49.3pp | 345.39%-323.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,639 | $7,110-62.9% | $6,710-60.7% | $5,851-54.9% |
| Admin fee / account holder | $2,364 | $12,123-80.5% | $10,263-77.0% | $11,598-79.6% |