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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 | $14,740 | $150,445-90.2% | $136,297-89.2% | $147,585-90.0% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 0.00% | 1049.14%-1049.1pp | 5156.16%-5156.2pp | 578.57%-578.6pp |
| Employer contribution / active EE | $1,133 | $5,256-78.5% | $4,696-75.9% | $4,876-76.8% |
| Participant deferral / active EE | $6,194 | $6,631-6.6% | $6,247-0.9% | $5,439+13.9% |
| Admin fee / account holder | $823 | $10,906-92.5% | $9,244-91.1% | $10,885-92.4% |