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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 | $3,317 | $96,361-96.6% | $80,607-95.9% | $139,456-97.6% |
| Participation rate | 31.6% | 73.6%-42.1pp | 67.0%-35.4pp | 80.3%-48.7pp |
| Annual return | 20.12% | 1350.95%-1330.8pp | 936.11%-916.0pp | 373.45%-353.3pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,001 | $5,232-80.9% | $4,448-77.5% | $6,711-85.1% |
| Admin fee / account holder | $523 | $6,601-92.1% | $5,379-90.3% | $11,407-95.4% |