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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 | $6,538 | $111,785-94.2% | $93,669-93.0% | $145,877-95.5% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 12.66% | 203.79%-191.1pp | 133.59%-120.9pp | 551.28%-538.6pp |
| Employer contribution / active EE | $1,497 | $3,096-51.6% | $2,424-38.2% | $4,663-67.9% |
| Participant deferral / active EE | $3,393 | $4,919-31.0% | $4,416-23.2% | $6,691-49.3% |
| Admin fee / account holder | $333 | $10,256-96.7% | $8,291-96.0% | $13,402-97.5% |