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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 | $6,649 | $109,872-93.9% | $98,483-93.2% | $167,536-96.0% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | 12.08% | 1959.31%-1947.2pp | 1494.38%-1482.3pp | 478.82%-466.7pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,074 | $4,673-77.0% | $4,276-74.9% | $6,342-83.1% |
| Admin fee / account holder | $2,357 | $6,757-65.1% | $5,953-60.4% | $12,315-80.9% |