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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 | $18,715 | $209,874-91.1% | $189,537-90.1% | $167,536-88.8% |
| Participation rate | 57.1% | 88.7%-31.5pp | 87.8%-30.7pp | 82.1%-25.0pp |
| Annual return | 24.29% | 748.61%-724.3pp | 555.34%-531.0pp | 478.82%-454.5pp |
| Employer contribution / active EE | $2,454 | $6,913-64.5% | $6,161-60.2% | $4,839-49.3% |
| Participant deferral / active EE | $4,684 | $8,934-47.6% | $8,220-43.0% | $6,342-26.1% |
| Admin fee / account holder | $3,622 | $14,299-74.7% | $12,048-69.9% | $12,315-70.6% |