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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 | $3,292 | $149,040-97.8% | $120,225-97.3% | $137,256-97.6% |
| Participation rate | 60.9% | 75.4%-14.5pp | 69.6%-8.7pp | 80.0%-19.1pp |
| Annual return | 20.31% | 605.68%-585.4pp | 439.23%-418.9pp | 220.34%-200.0pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $476 | $4,655-89.8% | $3,999-88.1% | $6,407-92.6% |
| Admin fee / account holder | $347 | $6,348-94.5% | $5,696-93.9% | $12,270-97.2% |