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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 | $30,332 | $184,000-83.5% | $162,185-81.3% | $152,909-80.2% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.6%-25.1pp | 82.5%-20.0pp |
| Annual return | 20.58% | 150.80%-130.2pp | 115.61%-95.0pp | 345.46%-324.9pp |
| Employer contribution / active EE | $1,640 | $6,370-74.3% | $5,613-70.8% | $4,764-65.6% |
| Participant deferral / active EE | $3,116 | $8,033-61.2% | $7,297-57.3% | $5,851-46.8% |
| Admin fee / account holder | $528 | $13,124-96.0% | $10,844-95.1% | $11,601-95.5% |