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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 | $8,556 | $107,363-92.0% | $92,909-90.8% | $152,897-94.4% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.0%-18.9pp | 82.5%-25.3pp |
| Annual return | 40.92% | 145.63%-104.7pp | 109.44%-68.5pp | 345.43%-304.5pp |
| Employer contribution / active EE | $1,257 | $4,222-70.2% | $3,653-65.6% | $4,764-73.6% |
| Participant deferral / active EE | $1,592 | $4,848-67.2% | $4,238-62.4% | $5,851-72.8% |
| Admin fee / account holder | $3,828 | $7,082-45.9% | $5,795-33.9% | $11,599-67.0% |