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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 | $6,896 | $226,105-97.0% | $182,540-96.2% | $152,897-95.5% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.5%-32.5pp |
| Annual return | 0.00% | 192.58%-192.6pp | 148.58%-148.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,120 | $4,978-77.5% | $4,076-72.5% | $4,764-76.5% |
| Participant deferral / active EE | $3,688 | $6,370-42.1% | $5,525-33.3% | $5,851-37.0% |
| Admin fee / account holder | $1,570 | $10,706-85.3% | $8,593-81.7% | $11,599-86.5% |