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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 | $13,447 | $102,385-86.9% | $147,080-90.9% | $80,935-83.4% |
| Participation rate | 62.1% | 75.9%-13.8pp | 82.2%-20.1pp | 67.7%-5.6pp |
| Annual return | 40.95% | 135.09%-94.1pp | 420.17%-379.2pp | 35.66%+5.3pp |
| Employer contribution / active EE | $1,530 | $3,717-58.8% | $4,933-69.0% | $2,757-44.5% |
| Participant deferral / active EE | $3,465 | $6,651-47.9% | $8,066-57.0% | $4,299-19.4% |
| Admin fee / account holder | $1,327 | $7,951-83.3% | $12,989-89.8% | $6,924-80.8% |