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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 | $15,990 | $59,467-73.1% | $93,727-82.9% | $74,478-78.5% |
| Participation rate | 33.3% | 59.6%-26.3pp | 68.7%-35.4pp | 67.2%-33.9pp |
| Annual return | 15.11% | 82.14%-67.0pp | 133.83%-118.7pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $765 | $1,267-39.6% | $2,421-68.4% | $2,626-70.9% |
| Participant deferral / active EE | $2,309 | $3,052-24.3% | $4,417-47.7% | $4,350-46.9% |
| Admin fee / account holder | $1,137 | $3,028-62.4% | $8,292-86.3% | $1,946-41.5% |