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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 | $25,506 | $209,422-87.8% | $178,503-85.7% | $158,982-84.0% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 30.29% | 188.81%-158.5pp | 151.12%-120.8pp | 302.99%-272.7pp |
| Employer contribution / active EE | $3,835 | $5,707-32.8% | $5,011-23.5% | $4,763-19.5% |
| Participant deferral / active EE | $5,860 | $5,955-1.6% | $5,202+12.6% | $5,983-2.1% |
| Admin fee / account holder | $652 | $17,079-96.2% | $13,987-95.3% | $11,252-94.2% |