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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 | $15,505 | $69,771-77.8% | $67,524-77.0% | $74,400-79.2% |
| Participation rate | 51.8% | 71.4%-19.6pp | 72.9%-21.1pp | 67.2%-15.4pp |
| Annual return | 39.73% | -40.49%+80.2pp | 3519.41%-3479.7pp | 1367.51%-1327.8pp |
| Employer contribution / active EE | $810 | $2,710-70.1% | $2,734-70.4% | $2,624-69.1% |
| Participant deferral / active EE | $1,457 | $3,638-60.0% | $4,001-63.6% | $4,348-66.5% |
| Admin fee / account holder | $1,255 | $889+41.2% | $4,001-68.6% | $1,944-35.4% |