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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 | $13,082 | $160,070-91.8% | $147,117-91.1% | $145,897-91.0% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 14.59% | 98.69%-84.1pp | 420.54%-405.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $2,164 | $5,285-59.1% | $4,932-56.1% | $4,663-53.6% |
| Participant deferral / active EE | $2,621 | $8,419-68.9% | $8,065-67.5% | $6,689-60.8% |
| Admin fee / account holder | $2,070 | $15,035-86.2% | $12,993-84.1% | $13,390-84.5% |