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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 | $6,414 | $60,139-89.3% | $90,461-92.9% | $79,856-92.0% |
| Participation rate | 59.3% | 65.0%-5.7pp | 72.7%-13.4pp | 69.6%-10.4pp |
| Annual return | 17.57% | 71.96%-54.4pp | 1294.76%-1277.2pp | 31.71%-14.1pp |
| Employer contribution / active EE | $800 | $2,069-61.3% | $3,264-75.5% | $2,471-67.6% |
| Participant deferral / active EE | $1,239 | $2,939-57.8% | $3,964-68.7% | $3,741-66.9% |
| Admin fee / account holder | $2,062 | $3,978-48.2% | $5,617-63.3% | $5,306-61.1% |