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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 | $22,476 | $150,447-85.1% | $136,298-83.5% | $147,586-84.8% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 28.45% | 1049.15%-1020.7pp | 5156.27%-5127.8pp | 578.59%-550.1pp |
| Employer contribution / active EE | $1,290 | $5,256-75.5% | $4,696-72.5% | $4,876-73.5% |
| Participant deferral / active EE | $3,644 | $6,631-45.0% | $6,247-41.7% | $5,439-33.0% |
| Admin fee / account holder | $1,188 | $10,906-89.1% | $9,244-87.1% | $10,886-89.1% |