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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 | $9,451 | $52,967-82.2% | $172,753-94.5% | $65,186-85.5% |
| Participation rate | 59.8% | 66.2%-6.4pp | 82.6%-22.8pp | 70.2%-10.4pp |
| Annual return | 0.00% | 30.12%-30.1pp | 803.00%-803.0pp | 29.39%-29.4pp |
| Employer contribution / active EE | $1,224 | $2,190-44.1% | $5,144-76.2% | $2,177-43.8% |
| Participant deferral / active EE | $2,254 | $2,471-8.8% | $5,198-56.6% | $3,514-35.9% |
| Admin fee / account holder | $978 | $472+107.1% | $13,956-93.0% | $847+15.4% |