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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 | $9,980 | $124,351-92.0% | $109,188-90.9% | $167,553-94.0% |
| Participation rate | 37.5% | 79.4%-41.9pp | 75.9%-38.4pp | 82.1%-44.6pp |
| Annual return | 12.03% | 26.04%-14.0pp | 25.76%-13.7pp | 478.89%-466.9pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,629 | $5,257-69.0% | $4,654-65.0% | $6,343-74.3% |
| Admin fee / account holder | $1,153 | $7,975-85.5% | $6,755-82.9% | $12,316-90.6% |