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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 | $11,044 | $73,518-85.0% | $63,003-82.5% | $147,585-92.5% |
| Participation rate | 58.3% | 77.9%-19.5pp | 74.8%-16.5pp | 82.8%-24.5pp |
| Annual return | 0.00% | 175.46%-175.5pp | 87.59%-87.6pp | 578.57%-578.6pp |
| Employer contribution / active EE | $2,438 | $3,322-26.6% | $2,760-11.7% | $4,876-50.0% |
| Participant deferral / active EE | $4,919 | $4,183+17.6% | $3,329+47.8% | $5,439-9.6% |
| Admin fee / account holder | $813 | $5,952-86.3% | $3,600-77.4% | $10,885-92.5% |