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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 | $24,099 | $135,645-82.2% | $110,243-78.1% | $135,379-82.2% |
| Participation rate | 52.4% | 83.5%-31.1pp | 79.8%-27.4pp | 82.6%-30.3pp |
| Annual return | -0.08% | 513.24%-513.3pp | 314.76%-314.8pp | 519.79%-519.9pp |
| Employer contribution / active EE | $2,997 | $4,907-38.9% | $3,827-21.7% | $4,779-37.3% |
| Participant deferral / active EE | $4,634 | $5,507-15.9% | $4,672-0.8% | $5,609-17.4% |
| Admin fee / account holder | $3,105 | $11,458-72.9% | $8,548-63.7% | $10,828-71.3% |