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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 | $5,803 | $105,149-94.5% | $94,659-93.9% | $139,427-95.8% |
| Participation rate | 60.0% | 82.4%-22.4pp | 80.8%-20.8pp | 80.3%-20.3pp |
| Annual return | 0.00% | 38.04%-38.0pp | 156.75%-156.7pp | 373.27%-373.3pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,673-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $3,454 | $7,600-54.6% | $7,419-53.4% | $6,711-48.5% |
| Admin fee / account holder | $310 | $8,986-96.6% | $7,232-95.7% | $11,404-97.3% |