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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 | $12,634 | $183,592-93.1% | $155,574-91.9% | $145,877-91.3% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 17.09% | 61.37%-44.3pp | 64.87%-47.8pp | 551.28%-534.2pp |
| Employer contribution / active EE | $6,662 | $5,317+25.3% | $4,676+42.5% | $4,663+42.9% |
| Participant deferral / active EE | $9,427 | $6,466+45.8% | $5,629+67.5% | $6,691+40.9% |
| Admin fee / account holder | $952 | $19,316-95.1% | $15,914-94.0% | $13,402-92.9% |