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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 | $7,885 | $49,896-84.2% | $80,627-90.2% | $75,173-89.5% |
| Participation rate | 44.3% | 55.3%-11.0pp | 67.0%-22.7pp | 67.2%-22.9pp |
| Annual return | 27.34% | 34.67%-7.3pp | 936.76%-909.4pp | 160.72%-133.4pp |
| Employer contribution / active EE | $390 | $1,699-77.1% | $2,723-85.7% | $2,671-85.4% |
| Participant deferral / active EE | $1,571 | $2,992-47.5% | $4,443-64.6% | $4,126-61.9% |
| Admin fee / account holder | $499 | $3,578-86.0% | $5,381-90.7% | $5,651-91.2% |