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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 | $33,505 | $183,978-81.8% | $162,171-79.3% | $152,885-78.1% |
| Participation rate | 44.4% | 88.5%-44.1pp | 87.6%-43.1pp | 82.5%-38.0pp |
| Annual return | 32.27% | 150.78%-118.5pp | 115.60%-83.3pp | 345.39%-313.1pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,872 | $8,033-39.3% | $7,297-33.2% | $5,851-16.7% |
| Admin fee / account holder | $6,270 | $13,122-52.2% | $10,843-42.2% | $11,598-45.9% |