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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 | $11,474 | $144,130-92.0% | $117,861-90.3% | $147,586-92.2% |
| Participation rate | 61.9% | 83.4%-21.5pp | 79.7%-17.8pp | 82.8%-20.9pp |
| Annual return | 45.18% | 531.20%-486.0pp | 335.11%-289.9pp | 578.59%-533.4pp |
| Employer contribution / active EE | $2,083 | $4,897-57.5% | $3,786-45.0% | $4,876-57.3% |
| Participant deferral / active EE | $6,573 | $5,316+23.6% | $4,482+46.6% | $5,439+20.9% |
| Admin fee / account holder | $2,357 | $10,887-78.3% | $8,021-70.6% | $10,886-78.3% |