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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 | $16,221 | $117,895-86.2% | $102,460-84.2% | $145,897-88.9% |
| Participation rate | 55.0% | 78.6%-23.6pp | 76.5%-21.5pp | 80.3%-25.3pp |
| Annual return | 46.17% | 31.92%+14.2pp | 29.47%+16.7pp | 552.29%-506.1pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,998 | $5,736-30.3% | $5,056-20.9% | $6,689-40.2% |
| Admin fee / account holder | $1,494 | $13,353-88.8% | $9,460-84.2% | $13,390-88.8% |